Prospect
These are newly created registrations on the website which have not as yet placed an order.
They can edit all addresses including invoice and delivery addresses set up on the website.
Payment Method is restricted to card only or can choose "Payment other". WHP then send a proforma invoice and bank details to them if they choose this option.
Prospects are automatically inserted into GV.
The Account Type will be set to Prospect – Web.
The Account Reference will be set to the account code generated for the web account (which is always prefixed with ZZ):
When a Prospect places their first order the web account is then treated as a Consumer (all rules which apply to consumers then apply to the account)
The first order will be posted into the Exchequer CASH account.
WHP will then set up a Consumer record in Exchequer and enter the Account reference in the GV Ref field:
When the next integration upload runs from your local system to the website the new Exchequer consumer will be linked to the web account.
The Exchequer consumer account will then be the master record.
SOP User’s on the website can create Prospects from GV, these accounts will be created with a website account code prefixed with XX. This will update the existing Account Reference in GV. All other prospect rules apply.
These are newly created registrations on the website which have not as yet placed an order.
They can edit all addresses including invoice and delivery addresses set up on the website.
Payment Method is restricted to card only or can choose "Payment other". WHP then send a proforma invoice and bank details to them if they choose this option.
Prospects are automatically inserted into GV.
The Account Type will be set to Prospect – Web.
The Account Reference will be set to the account code generated for the web account (which is always prefixed with ZZ):
When a Prospect places their first order the web account is then treated as a Consumer (all rules which apply to consumers then apply to the account)
The first order will be posted into the Exchequer CASH account.
WHP will then set up a Consumer record in Exchequer and enter the Account reference in the GV Ref field:
When the next integration upload runs from your local system to the website the new Exchequer consumer will be linked to the web account.
The Exchequer consumer account will then be the master record.
SOP User’s on the website can create Prospects from GV, these accounts will be created with a website account code prefixed with XX. This will update the existing Account Reference in GV. All other prospect rules apply.