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CSM Sales Channels - Customers

Overview of the Customers FastTab in CSM Sales Channels.

 

Customers

Field Example Value

Customer Template

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

  CSMTEMPLATE 

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.

  Auto Create 

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 

Auto Create Contact

Indicates if CSM will automatically create a Business Central Contact. 

 Yes

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. 

  CSM-CUST 

 

How CSM Matches Customers When Building Orders

When a channel order is turned into a Business Central sales order, CSM finds or creates the customer in this order:

  • External ID
    • If the order carries the platform's customer ID, CSM looks for a CSM Sales Channel Customer with that External ID.
  • Email
    • If no ID match (typical for guest checkouts), CSM looks for a CSM Sales Channel Customer whose Channel User Code matches the buyer email. If found, the External ID is saved on that record for next time.
  • Behavior
    • If neither matches, the New Customer Behavior (account customers) or Guest Customer Behavior (guest checkouts) decides:
      • Auto Create
        • CSM creates a Business Central customer from Customer Template using New Customer No. Series, plus a contact if Auto Create Contact is on, and links it to a new CSM Sales Channel Customer.
      • Sales Channel
        • The sales order is always built on the template customer; billing and shipping addresses are taken from the channel order.
      • Manual
        • The sales order is not built. Create the CSM Sales Channel Customer manually, link it to the Business Central customer (and optional contact), and set its External ID to the value the platform sent; then reprocess the order.

 

➡️ Next Step: Order Management