CSM Sales Channels - Customers

Customer Template

When Creating customers, CSM will use this customer number as a template for the customer’s creation.

New Customer Behavior

Indicates processing for what CSM determines is a new Customer (any Customer creating a new account when checking out, or an existing Customer that has not previously been mapped to a Business Central Customer).

Auto Create: CSM will automatically create a new Business Central Customer and associated CSM Channel Customer based on the Customer Template defined above.

Sales Channel: CSM will not create a new Customer, but will build the Sales Order according to the Customer Template and change the billing and shipping addresses directly on the Sales Order.

Manual: CSM will not automatically create a Customer, and the Sales Order build process will fail unless a Channel Customer is manually setup and linked to a valid Business Central Customer.

Guest Customer Behavior

Indicates processing for what CSM determines is a guest Customer.   

Auto Create: CSM will automatically create a new Business Central Customer and associated CSM Channel Customer based on the Customer Template defined above. CSM can still identify the Customer if they use the same email address for subsequent Orders.

Sales Channel: CSM will not create a new Customer but will build the Sales Order according to the Customer Template and change the billing and ship-to addresses directly on the Sales Order.

Manual: CSM will not automatically create a Customer, and the Sales Order build process will fail unless a Channel Customer is manually setup and linked to a valid Business Central Customer. 

Auto Create Contact

Indicates if CSM will automatically create a Business Central Contact. 

Default Customer Group ID.

This applies to BigCommerce, WooCommerce and Magento:

A Customer Group Id to send to the platform for Customers not assigned to a price group.

This feature is currently not available for Amazon, Walmart or Shopify.

New Customer No. Series

Indicates which No. Series should be used when CSM automatically creates a new Business Central Customer.