Web Integration - Customer

Configure customer export/import and customer-related sync rules.

Customers

The website needs a way to identify Bevica customers when sending orders. On the Customer record, the ‘Web ID’ is used to record this information.

The specific use of this field will depend on your implementation. Typically, at implementation, you will need to map your Bevica Customers to your Web Customers or vice versa and populate this field.

When a new Customer is created through the order processing function, this field will be populated with the Customer ID from the website. This can be a number, email, or any appropriate value.

Customer Balance

The ‘Balance’ fields on the Customer record automatically filter to ‘TODAY’ when being called by the website.

Sales & Receivables Setup

We recommend that ‘Ignore Updated Addresses’ is turned on in Sales & Receivables Setup so that web orders do not update Customer addresses.