How Woosage50 applies Sage Customer Account Codes

How Woosage50 applies Sage Customer Account Codes

All website orders must be created in Sage against a particular Customer Account as a Sales Order or Sales Invoice and Woosage50 provides a number of methods for determining which Customer Account an order is allocated to.  Sage Customer Accounts are identified by an Account Code, which is used by Woosage50 to allocate an order to a Customer Account and is sometimes referred to as the Sage Account Code. 

In the absence of any other Customer Account Code, Woosage50 will use the Default Customer Account Code defined in the Woosage50>Settings>Customers, but Woosage50 can also allocate orders by embedding the Customer Account Code in the website user profile (see Setting Sage Customer Account Codes in the Customers Website Profile). This Customer Account Code is then passed through with the order, provided that the customer was logged in at the time the order was placed.

Additionally, Woosage50 Professional Edition can check for existing Customer Accounts using billing email address and assigning the order to the corresponding Customer Account, if found. If the billing email address is not found in Sage, then the options are:
  1. Use the Default Customer Account for the order
  2. Create a new Customer Account for the order.
  3. Only create a new Customer Account for customers logged in to the website at the time of placing the order.
The allocation of orders to Customer Accounts is prioritised in the following order:
  1. If an order contains a Customer Account Code from the customer's user profile, then this is used, regardless of the Customer Settings.
  2. If Search Sage for existing accounts is Yes, match on full billing email address and the email address is found, then the customer account will be used.
  3. If no existing Customer Account is found and Sage Account Creation is enabled in the Customer Settings, then a new Customer Account will be created, unless Sage Account Creation for Logged In User Only is enabled in the Customer Settings AND the customer was not logged in at the time the order was placed. 
  4. If none of the above apply, then the Default Customer Account Code will be used.
The above settings and conditions can be summarised as follows (SAC is Sage Account Code).



Key to above table.
SAC            
Sage Account Code for Customer
 -
Indicates any state or Not Applicable
PROFILE    
Use the SAC from the website user profile
EXISTING 
Use the existing SAC found in Sage
NEW             
Create new SAC and Customer Account to use
DEFAULT
Use Default SAC from Customer Settings
NONE
No SAC is used as order is not processed

Any combination of settings and conditions, other than those shown in the above table, would result in the order not being processed and an error being reported.

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