How to create an Online Customer in Adempiere Retail
Capture Is Online Customer means recording or identifying whether a customer is placing an order or transaction through an online channel (website, app, or portal) instead of in-person or offline.
User Access
Who Can Access
- Admin
- Cashier
- Manager
- Back office
What User Can Do
- Identify Online Customers
- Select Customer Type
- Use for Reporting & Offers
Pre-Requisite Activities
- Integration with Online Channels
- User Access Rights
- Define Business Logic
- Data Validation
Business Rules
- Definition of Online Customer
- Mandatory Flagging
- Accurate Source Tracking
- Use for Reporting & Analytics
- Data Sync Requirements
User Interface
Step 1: Select ‘Customer’ in Menu-> Business Partner Rules -> Customer or Search Customer in Lookup
Step 2: For SS, Enable the Is Online Customer Checkbox
