Creating and Updating Customers

Learn how new customers are created and existing ones are updated.

1. Automatic Customer Creation

1.1 Prerequisites:

"Create Customers Automatically" must be enabled in the settings.

A "Customer Template" must be configured.

A "Customer Number Series" must be defined.

1.2 Data Created

The following data is transferred when a customer is created:

Field	Source
No.	From the number series or the Shopware customer number
Name	First and last name from Shopware
Address	Bill-to address from Shopware
Email	Email from Shopware
Phone	Phone number from Shopware
Posting groups	From the customer template

2. Manual Customer Creation

2.1 In Business Central

1

Create a new customer.

2

Enter the relevant data.

Use the same customer number or email address as in Shopware.

2.2 Establishing the Customer Assignment

1

Open the Customer Card.

2

Make sure that Email or No. matches Shopware.

3

The customer is recognized automatically with the next order.

3. Updating Customer Data

Automatic Update

Customer data is updated with every order import:

• Address, phone numbers, changes

Manual Update (BC)

1. Open the Customer Card.
2. Edit the fields you want.
3. Save.

Changes made in BC are not transferred to Shopware automatically.

4. Ship-to Addresses

4.1 Ship-to Addresses of a Customer

Ship-to addresses from Shopware orders that differ from the bill-to address are created automatically as "Ship-to Addresses".

Where to find them: Enter "Customers" in the BC search. In the page that opens, follow the path: "More options" "Related" "Customer" "Ship-to Addresses"

The system compares the ship-to address with the bill-to address. If they differ, a new ship-to address is created automatically. This ship-to address is then assigned to the corresponding customer.

You can manage the ship-to addresses here. You can also create new addresses and update or extend existing ones.

4.2 Ship-to Addresses of All Customers

You can also display all ship-to addresses from the Customers page. The path for this is: Customers page "..." "Inquiries" "Customer Ship-to Addresses"