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Publishing Your Counterpoint Customers to NCR Retail Online

Overview
Setting Up Ecommerce Customers
Checklist
Uploading and Downloading
From NCR Counterpoint to NRO
From NRO to NCR Counterpoint
Login IDs and Passwords
Working with Email
New Account (welcome) Emails

Overview

With an NRO store, you can reach new customers from around the world and give your existing customers one more way to shop with you.You can publish your existing NCR Counterpoint customers to NRO. You can then invite them to order online using their "already set up” accounts. Shoppers who visit your NRO store can be downloaded into NCR Counterpoint to create new NCR Counterpoint customers.

Setting Up Ecommerce Customers

If you set up ecommerce customers in Counterpoint and upload customer records to NRO, then each customer in NCR Counterpoint will have only one customer record for shopping online and in your brick-and-mortar stores. If customer history is important to your business, you should set up ecommerce customers and routinely publish customer information to NRO.

If you do not upload ecommerce customers, your existing customers can still shop with you online, but their NRO customer record will be independent from their existing NCR Counterpoint customer record. All customers, including online-only customers, can view their order history for orders placed online.

1. Determine NCR Counterpoint Defaults

NCR Counterpoint: Setup / Ecommerce / Control

The information you provide in Ecommerce Control determines how NCR Counterpoint defines customer records for customers downloaded from NRO.

Select Setup / Ecommerce / Control and select the Customers tab.

Here's a video that will walk you through configuring the Customers tab of the Ecommerce Control file:


Method

Specify how to assign customer numbers as orders are downloaded from NRO

  • Auto-assign: To assign orders to the corresponding customer record in NCR Counterpoint.If no customer record exists, NCR Counterpoint will automatically create a new customer record. This method allows you to synchronize your customers between your physical store and your online store.
  • Default customer: To assign orders to the Default customer specified on the Orders tab.This method does not allow you to track individual NRO customers in NCR Counterpoint.

Publishing customer records from Counterpoint to NRO will always set up each customer with a separate account in your online store.

 

TIP: Auto‐assign is the most commonly used customer number method. Auto‐assign is the only method that creates a unique customer record in Counterpoint for each NRO customer. If you upload customers from Counterpoint to NRO, your customer Method must be Auto‐assign in order to keep the Counterpoint records and the NRO records in sync.

Next Customer Number

Specify the next customer number to use when accounts are created by your customers through your website.This number should not overlap with the next customer # under Setup / System / Workgroups.

Template Customer

To simplify the process of adding new customer records, designate a particular customer record as the "template customer.” Whenever you add a new customer, some of the values from the template customer record are used as default values for the new customer.

To create a template customer, define a customer record with the values that you want to use as defaults for new customers, and then designate the Template customer # on the Customers form under Setup / Ecommerce / Control. In general, there are only a few fields that should be pre-populated in this template customer record.

To create the template customer record, you are required to give the customer record a name (e.g. Ecommerce Template), select Customer type (at this time, Cash is the only type available for use in NRO), and Name type (Person).

On the Main tab, the Category, Sales rep, and Store fields can be useful to you for reporting purposes.

On the Ecommerce tab, you must check the Ecommerce customer box.

Most of the other fields within this template customer record are not used by or are overwritten by the process of downloading orders from NRO to NCR Counterpoint.

Add ship-to to tax code

Leave this box unchecked.

Record affliate as

This field is not currently available in NRO.

Initial password

Learn more about login IDs in the section labeled, "Logins and IDs."

Set customer name from

For NRO, set this field to Customer name.

Tax Exempt tax codes

Enter the Counterpoint tax code used for tax exempt customers.NOTE: This is not the same as your Out Of State tax code. This is your tax exempt code for customers that have Tax Exempt IDs set up for them in Counterpoint. This is an optional field. This setting, in conjunction with settings within NRO, will create tax exempt orders when appropriate.

2. Identify Ecommerce Customers

Counterpoint: Customers / Customers

Flagging Customers

Identify the customers to send to NRO. Only those customers who are flagged for ecommerce will be uploaded (published) to NRO.

Select Customers / Customers. On the Ecommerce tab, check Ecommerce customer to flag each customer for ecommerce.

Customer Specific Discounts

Customer-specific discounts are not currently available for use in NRO.

Affiliate

Affiliates are not currently available in NRO.

Initial Password

Learn more about login IDs and passwords from the Login IDs and Passwords section.

Entering Emails

Enter an email address for each ecommerce customer on the Main tab.

From NCR Counterpoint to NRO, customers are inserted and updated each time a publish (upload) occurs, as long as that publish code includes customer activity.However, Ecommerce customers without email addresses in NCR Counterpoint will not be uploaded to NRO.

From NRO to NCR Counterpoint, all customers will be downloaded to NCR Counterpoint the first time a download occurs.Afterwards, changes to customer accounts will be downloaded to NCR Counterpoint only if there is also an order downloaded.

TIP: To print a list of all customers that have been marked as ecommerce customers, select Ecommerce / Reports / EcommerceCustomers in NCR Counterpoint. The Brief report includes the customer #, name, affiliate, and whether or not the customer was created during Ecommerce / Import. The Full report also includes the customer’s address.

3. Publish Customers

NCR Counterpoint: Ecommerce / Publish

You should routinely publish customers anytime you create new ecommerce customers or update existing ecommerce customer records. NCR Counterpoint will only publish those customers who are flagged for ecommerce (i.e., Ecommerce customer is checked on the Ecommerce tab of Customers / Customers) and who have an email address in the Email 1 field of their NCR Counterpoint customer record.

Publish customer information, select Ecommerce / Publish and select a publishing code that includes customer activity. To create a new publishing code, select Setup / Ecommerce / Publishing Codes.

TIP: Learn more about publishing codes in "Publishing Ecommerce Data.”

4. Determine NRO Defaults

NRO: System / Configuration / Customers / Customer Configuration

Before uploading customer records from NCR Counterpoint or allowing your customers to create their own accounts, your customer settings must be configured in NRO.Navigate to System (horizontal top menu) / Configuration / Customers / Customer Configuration.

Account Sharing Options

Share Customer Accounts – when a customer creates an account in a given Store View, that account will be shared with every Store View in the same Website if you select Per Website.If you select Global, that account will be shared with every Store View in every Website that you have created.

Online Customers Options

This field is used to change how long (in minutes) you want to display the list of customers who are online. Go to NRO: Customers (horizontal top menu) / Online Customers to see the customers who are online.

Create New Account Options

Enable Automatic Assignment to Customer Group – this field is used for VAT tax features, which apply to European Union countries.For most NRO merchants, it should be set to No.Default Value for Disable Automatic Group Changes Based on VAT ID, and Show VAT Number on Frontend also apply only to those countries that use VAT.

Default Group – Designate the Customer Group that will be assigned to all customers when they first create an account in the front end (store).This dropdown will list all existing Customer Groups other than NOT LOGGED IN.

Default Email Domain – this field is populated when your store is created and uses nrostores.com

ŸDefault Welcome Email – Select the template for the email that will be sent to a customer when they create a new account.

ŸEmail Sender – Designate the email address from which New Account (welcome) emails will be sent to your customers.

ŸRequire Emails Confirmation – Select whether or not your customers will need to send an email confirmation reply in order to activate their account.

ŸConfirmation Link Email – Select the template for the email that will be sent to a customer to confirm their account creation.

ŸWelcome Email - If you have enabled Require Emails Confirmation, the template selected in this field will be sent instead of the Default Welcome Email after the customer has confirmed their account creation.

Password Options

Forgot Email Template – Select the template for the email that will be sent to a customer when they click the Forgot Your Password link during login.

 

ŸRemind Email Template – Select the template for the email that will be sent to a customer when they click a link to be reminded of their password.

ŸForgot and Reminder Email Sender – Designate the email address from which the Forgot Password and Reminder emails will be sent to your customers.

 

ŸRecovery Link Expiration Period (days) – Designate the number of days a customer will be able to recover their password using the links in the Forgot Password and Reminder emails.Once this number of days passes, the links will no longer function.

 

Name and Address Options

 

These fields are not used by NCR Counterpoint.They are completely optional within NRO itself.

Login Options

Specify whether to Redirect Customer to Account Dashboard after Logging in.If No is chosen, the customer will stay on the current page after they have logged in.

CAPTCHA

CAPTCHA is a challenge-response test designed to differentiate humans from automated programs.It features an image file of slightly distorted alphanumeric characters.Once a user has completed a particular CAPTCHA challenge satisfactorily, they are granted access.

CAPTCHA is an optional setting for Front End (online store) Customer Account Creation.Once you set this field to Yes, there are several other fields available.You can either accept the defaults for these fields, or change them.

ŸFont – you can select the font that will be used to create the characters

Forms – you can select which Customer Account forms will use CAPTCHA in your store.CAPTCHA is not currently available for use on the Contact Us page.It is only available for use with forms that deal with customer accounts.To select multiple forms, hold down the CTRL (Control) key while clicking the ones you want to use.NOTE:CAPTCHA for the Create user and Forgot password forms is always enabled if chosen in this field – no matter what you choose in the next option, Displaying Mode.

Displaying Mode – allows you to select when a customer will see the CAPTCHA box.Always – every time a customer visits your store and is on one of the pages you specify under Forms, they will always see the CAPTCHA box.

  • After number of attempts to login – if you choose this option, CAPTCHA will be displayed on any pages that require login. You specify the number of login attempts in the next field, Number of Unsuccessful Attempts to Login.
  • ŸNumber of Symbols – specify the number of symbols that will display in the CAPTCHA, with a maximum of 8.

ŸSymbols Used in CAPTCHA – specify the symbols you want to use when the CAPTCHA is created.There are some restrictions specified below this field.

ŸCase Sensitive – select whether or not to make the CAPTCHA case sensitive so that when people type the characters in, they must match the case exactly.

Uploading and downloading

NCR’s hosted Retail Applications, including NRO, utilize software called the NCR Integration Agent.For details on how the Integration Agent works and how it is installed, see "Integration Agent Installation Instructions.”

Publish customer information from NCR Counterpoint using Ecommerce / Publish.NRO’s Integration Agent will upload your data and apply it where applicable.

For every new customer that places an order in your online store, a new customer record will automatically be created in NCR Counterpoint when you download the orders.

Manually Exporting Customers from NRO

NRO: Customers / Manage Customers

  1. Select Customers / Manage Customers and usethe filters to create a list of the desired customer(s), or use the Search fields along the top.
  2. Select Export to CSV or Excel XML, and click the Export button.
  3. A file download window will open and give you the option of opening the file or saving it to your local computer.

NRO: System / Import/Export / Export

An alternative method of manually exporting customers from NRO is to use the Import/Export utility under System / Import/Export.

  1. Select Export from the System / Import/Export menu.
  2. Select Customers from the Entity Type dropdown box.
  3. CSV is the only option available under Export File Format.
  4. Select any attributes you want to remove from (skip in) the export file, and click the Continue button in the bottom right-hand corner of the page.
  5. A file download window will open and give you the option of opening the file or saving it to your local computer.

Downloading Customers to NCR Counterpoint

Downloading of customer records to NCR Counterpoint is handled by NCR’s Integration Agent. In NCR Counterpoint, select a publish code type that includes "Update changed” customers in the activity field. New customers who also place an order will be sent to NCR Counterpoint when orders are downloaded from NRO to NCR Counterpoint.

When customer records are downloaded to NCR Counterpoint, the new customers will be assigned to the same customer category, terms code, parent customer, etc. as the Template customer specified on the Customers tab of in Setup / Ecommerce / Control.

Log Files

After customers are imported into NCR Counterpoint, NCR Counterpoint automatically creates a log file for your records. The log file—named CPOLTOCP.log—indicates the date and time of the event, how many records were imported, etc. Log files are located in your company’s CPOnline directory (e.g., C:\Program Files\Radiant Systems\Counterpoint\CPSQL.1\TopLevel\[COMPANY]\Activity\CPOnline).(Note:The directory’s name is CPOnline because it is also used by NCR’s original ecommerce solution, CPOnline.

Each time a new log file is created, the previous log file is appended with a number (e.g., CPOLTOCP.001.log) and increased by one with each subsequent import (e.g., CPOLTOCP.001.log becomes CPOLTOCP.002.log, etc.)

Login IDs and Passwords

As you identify NCR Counterpoint customers as ecommerce customers, you may want to introduce them to your online store and provide them with a login ID so they can shop with you online.

To send login information to each NCR Counterpoint customer, you can:

ŸSend welcome emails from NCR Customer Connect to all customers with a valid email address

ŸPrint login information on monthly statements or other customer correspondence

Customer accounts can be created multiple ways.Customers can log into your online storefront using the email address on file in their NCR Counterpoint customer record after you have uploaded the record to NRO. They can also visit your NRO storefront to create an account themselves, which can then be downloaded to NCR Counterpoint once they place an order.The third option is that NRO allows you to create new customer accounts in the NRO Admin Panel.

Front-End (Storefront) Customer Account Creation

Login Page

In the top right of your store is a Log In link.When a customer clicks here, they will have the option to log in using their pre-existing account (see below for more information), or, if they don’t already have an account, they can create one by clicking Create an Account.This will redirect them to the Create an Account page, which will require them to enter their First Name, Last Name, Email Address, and Password (they will have to confirm the password as well).They will also have the option to sign up for your NRO newsletters by checking the box.When they click Submit, the customer account will be created in NRO, and the customer will be redirected to the My Account page, depending on what you choose under System (horizontal top menu) / Configuration / Customers / Customer Configuration / Login Options.

If a customer attempts to login to an account that does not exist in your storefront, they will see a message indicating they used an invalid login or password.

TIP: If a customer record has been created in NRO because that record has been uploaded (published) from NCR Counterpoint, the customer will need to create a new password the first time they login to your NRO storefront.For instance, if you have a customer record in NCR Counterpoint for Jane Doe, with an email address of jane.doe@janesdomain.com, she can visit your NRO storefront and login.When she visits your storefront and wishes to make a purchase, she will be given the option of logging in – which will require an email address and a password.Since this is her first login attempt, she will enter jane.doe@janesdomain.com.It does not matter what she enters in the password field because she will see a message on the screen letting her know that a password has just been emailed to her.See the screenshot below, under the section "NCR Counterpoint Customer – First Login Attempt.”During subsequent visits to your online store, she will use the password she created after receiving the password email.
 

Checkout Page

If a customer is not logged in when they click the Proceed to Checkout button, they will have the option to log in using their pre-existing account, or, if they don’t already have an account, Checkout as Guest (if you have enabled this feature) or create a new account by selecting Register.If they select Register, and click Continue, they will be redirected to the standard one-page checkout page (if you have enabled one-page checkout under System / Configuration / Sales / Checkout / Checkout Options).This is the same process that previously registered customers go through when checking out, except that the First Name, Last Name, Email Address, and Password fields will be blank.When all of the information is entered and the Order is submitted, a new account will be created using the information used in the checkout, including the address information, which will automatically be saved to the account.

Back-End Customer Account Creation

Because NRO is integrated with your NCR Counterpoint system, it is quite likely that you will want all new customer accounts you create to come from NCR Counterpoint (using the publish process).You do have the option, however, of creating customer accounts from the NRO Admin Panel.

To create a new customer account in the NRO Admin Panel, navigate to Customers > Manage Customers and click Add New Customer in the top right of the page.Required fields are marked with an asterisk.

NRO: Customers / Manage Customers / Add New Customer

Associate to Website – when this field is set to Admin, this account is being created only in the NRO Admin Panel.It will not be available through the storefront, and it will not be downloaded (published) to NCR Counterpoint.The most common business scenario under which you would set this field to Admin is a customer calling on the phone. This is intended to be used for phone customers and not internet customers.One other thing to note is that the Send Welcome Email checkbox will not be available when this is set to Admin.

ŸGroup – this field will be pre-populated with the default group.

ŸPrefix – this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.

ŸMiddle Name/Initial - this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.

ŸSuffix - this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.

ŸDate of Birth - this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.

ŸTax/VAT Number - this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.It also applies only to stores based in a European Union country.

ŸGender - this field is available only in the NRO Admin Panel.It is not shared with NCR Counterpoint.

ŸSend Welcome Email – this field will only be available for use if you select Main Website in the Associate to Website field above.

Addresses

When you manually create a customer record, you can also set up a default billing address, default shipping address, or any additional addresses for this customer.

TIP:If a customer visits your store, logs into their account, changes anything in their account information (e.g. changes their default billing address), but does not place an order at that time – and you then publish customer activity – the change they just made will be overwritten by the address stored in their NCR Counterpoint customer record.However, the second address they entered will not be removed from their NRO account information.In NRO, it will be stored as an additional address, because NRO allows customers to store Additional Address Entries.The Additional Address Entries section is also where addresses are stored when a customer chooses to ship to multiple addresses, as long as you have that feature enabled under System / Configuration / Sales / Shipping Settings / Options.

Updating Email Addresses

If a customer changes his or her email address under their account in your online store, the new email address will be downloaded into NCR Counterpoint and the customer record will be updated the next time you download (publish) using a publishing code with customer activity if they also place an order.If an order is not placed at the time of the email address change, that change will not be made in the NCR Counterpoint customer record.

If you change a customer’s email address in NCR Counterpoint at any point after the customer record has been uploaded to NRO, the change will not be reflected in NRO.

Lost Passwords

If a customer forgets his or her password, NRO can automatically email it to the customer.

The Forgot Your Password link is available to them from both the Login page and from the Checkout page.

To manually initiate password recovery for a specific customer, locate the customer in Customers / Manage Customers/ Account Information.You can optionally set a new password or send an auto-generated password to them via email.Type in the new password or check the box to Send an auto-generated password, then click the Save Customer button.A password email will be sent to the email address on file.

Working with Email

NRO includes emails to help you keep in touch with your customers, including:

ŸNew Account (welcome) Emails

ŸOther Transactional Emails, such as various order status emails, newsletter subscription and unsubscription success emails, and share wishlist emails

ŸeNewsletters

New Account (welcome) Emails

NRO: System / Transactional Emails

With NRO’s new account emails, you can automatically send a welcome email to each new customer who creates an account in your online store.

New Online Customers

In the NRO Admin Panel, under System / Transactional Emails, edit the Subject and Content of the welcome email that will be sent to each new customer who creates an account in your online store.See __ for information about creating email templates.

Go to System / Configuration / Customers / Customer Configuration / Create New Account Options to select the template to be used as the Default Welcome Email, which of your email addresses to use as the Email Sender of the Welcome email, whether or not each new account requires a confirmation email, and which template to use for that confirmation email.

The NRO Welcome emails cannot be sent to customers whose online accounts originated in NCR Counterpoint.An alternative is to use NCR Customer Connect, which is an Email Marketing Service and which also makes use of NCR’s Integration Agent.For more information, please visit http://www.counterpointpos.com/solution/customer-connect.htm.

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