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Ecommerce Template Customer

Overview:

To explain how to create a template ecommerce customer in NCR Counterpoint to be uploaded to NRO. This template ecommerce customer will be used by NRO as a host to pass customer information to NCR Counterpoint.

Creating the Customer Record

Counterpoint: Customers / Customers

This customer record will need to used during the integration agent installation. It is recommended you use this naming convention to make finding the record easier.

Main Tab

  1. In NCR Counterpoint, browse to Customers / Customers.
  2. In the Customer # field type WEB and hit Enter on your keyboard.
  3. For the Name field, type Web Customer.
  4. For the First and Last Name fields, type Web Customer.
  5. In Address 1, City, State, Zip Code, and Country type your companies information.
  6. The email field should contain a fake email address. The address does not matter as long as the standard email format is honored.
  7. Select the default Sales Rep.

Contacts Tab

  1. For the Contact 1 field type Web Customer
  2. Email 1 field should contain the same fake email entered under the main tab.

Ecommerce Tab

  1. Put a check in the Ecommerce Customer box.
WARNING: All of these fields are required for the ecommerce template customer to be moved to NRO.
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