Channel Order Import - Matching to Existing Customers or Addresses

Channel Order Import - Matching to Existing Customers or Addresses

Overview  

When an order imports from a channel it will use criteria to try and match/merge company records before creating another one.

Specification

The system matches on the company Code (URN) and if that is not found it will look at the Addresses, trying to match on "Address Line1 ," "Town" and "PostCode". Once a match is found, it will then try to match the contact's Forename and Surname. If matching is not successful then new records will be created.

Notes/Caveats 

Note: the system will not attempt to "Address Match" onto a customer record that has been set against a Channel as a Generic Customer, which has multiple delivery addresses. In those cases the matching will only be done on company URN.

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