In this blog post we will explore the integration of MYOB customer cards and how Cart Connect can simplify the daily operation of your online business.
Before we start with the tutorial, I would like to first start with outlining the nature of the business challenge in integrating customers from your shopping cart to MYOB.
The Challenges
In an online business, customers purchase the goods or service via the online store. After the order is successfully processed, an email is sent to the merchant with the customer information and the order details.
Challenge #1: New Customers can order directly from the website without pre-screening
This challenge is applicable to most online retail stores that target consumers. In general terms most of new customers will originate from the website and often have no prior relationship with the business. They are likely to visit the website again to place another order in the future.
The challenge is to sync this information to MYOB and maintain a reference of the new MYOB customer card for future orders for this new customer.
(This challenge is the focus of this blog post.)
Challenge #2: Customers have to establish a trading account prior to them placing online orders
Some merchants pre-qualify their customers before they accept their online orders. This is especially true for suppliers and distributers. Usually, suppliers or distributers will have an account creation process that will create the customer card in MYOB prior the customer placing their order.
The challenge is to associate and existing MYOB customer card to a customer record in the shopping cart, thus creating a reference between the two systems.
(This challenge is outside the scope of this tutorial. We will cover this challenge in future posts)
There are many reasons and benefits on why you would maintain references to customer records. Some of these benefits are:
- Detect any changes in the customer information, like shipping address or phone numbers and easily update MYOB records with the modified information.
- Manage and maintain multiple shopping carts into one MYOB company file.
- Sync orders automatically to MYOB without the need to specify the customer card every time.
- Reporting and business analysis. Having this information allows you to see customers buying habits with the ability to see who are your best customers.
- Integrate to 3rd party software like CRM and newsletter systems.
Solution: Adding a new customer in MYOB and creating a reference record in Cart Connect.
This operation starts with an order from a new customer. In the sales module, orders [Active] tab shows all non-synced orders. A new customer order is highlighted with red square box around the customer icon.
Opening the record will show the content of the order and all information about the new customer.
Under the action menu, there is an menu item called “Add Customer to MYOB”
This action will perform the operation of creating a new MYOB customer card, prefilled with customer details from the shopping cart. It will also create a new Cart Connect customer reference record and associate it automatically with that customer from the shopping cart.
Once you have completed this operation, the customer is now exists in both MYOB and Cart Connect and you can start the sync operation to MYOB.
I hope this tutorial shown how simple and easy to add new customers to MYOB.
If you need any more information or would like a private webinar, do not hesitate to contact us.
