Hello. There are several existing threads, but not quite the same as my problem, which I suspect others must have too. I export orders from Actinic 9 into Sage 50 2008 using Actinic Link, and all my customers are unregistered (we have no registration/login requirement or option on the website).
If a customer types there name exactly the same each time, same spaces, dots, etc and their postcode correctly with one space between the two sections, then an order will go to their existing account; fine. However, if they make the slightest change in the typing of their name, eg Mr J Bloggs, Mr. J Bloggs, Mr J K Bloggs, John Bloggs, etc then a new account is created. Likewise with the postcode; if they type MK422JY instead of MK42 2JY then it creates a new account. This causes a lot of extra tedious work in Sage to change the order to the existing account (having to re-do VAT rates, prices, discounts, etc). Sage is so slow at deleting accounts and they cannot be deleted when anybody else in logged on, so as a consequence some customers have as many as 20 accounts. We have about 36,000 customer accounts, but many of them are unused duplicates.
Has anybody come up with a solution that would prevent these duplicates and the extra work involved? Asking the customer in the Checkout to type their name the same way each time is not a satisfactory solution, as few would read it, few would remember how they typed it last time, and some would be annoyed by the request. We have already tried asking them to type their postcode correctly and gave an example of a correctly typed postcode, but this had no beneficial effect and may even have made some customers type theirs incorrectly on purpose.
Sarah
If a customer types there name exactly the same each time, same spaces, dots, etc and their postcode correctly with one space between the two sections, then an order will go to their existing account; fine. However, if they make the slightest change in the typing of their name, eg Mr J Bloggs, Mr. J Bloggs, Mr J K Bloggs, John Bloggs, etc then a new account is created. Likewise with the postcode; if they type MK422JY instead of MK42 2JY then it creates a new account. This causes a lot of extra tedious work in Sage to change the order to the existing account (having to re-do VAT rates, prices, discounts, etc). Sage is so slow at deleting accounts and they cannot be deleted when anybody else in logged on, so as a consequence some customers have as many as 20 accounts. We have about 36,000 customer accounts, but many of them are unused duplicates.
Has anybody come up with a solution that would prevent these duplicates and the extra work involved? Asking the customer in the Checkout to type their name the same way each time is not a satisfactory solution, as few would read it, few would remember how they typed it last time, and some would be annoyed by the request. We have already tried asking them to type their postcode correctly and gave an example of a correctly typed postcode, but this had no beneficial effect and may even have made some customers type theirs incorrectly on purpose.
Sarah
Comment