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JTL-Wawi workflow "Create order colors
JTL-Wawi automatism for customer management
With this JTL-Wawi workflow you can merge duplicate customer profiles. First of all, a notification workflow needs to be set up in Wawi. We will show you how to create it and then merge two customers. All this in this JTL-Wawi workflow tutorial.
JTL-Wawi Workflow "Merge duplicate customers" - This is what the workflow does
This time we want to demonstrate how to set up a workflow to notify you or your employee when an existing customer is duplicated in the system. This can happen when the customer orders from your store without logging in or orders via Amazon and eBay. We want to be informed about this in the first step and in the second step we will show you how to then merge two customer accounts. So don’t waste any time, but go to the Wawi.
Create workflow
Here you go via the menu to Admin and to the JTL workflows. Here you switch to the “Customers” area and click on the “Created” area. Create a new workflow and name it again so that you know what it does in the end. Then you need to create an extended property. You do this by first clicking on “New condition” and going to the advanced properties management. Add a new one here and give it a meaningful name as well, like for example. “Double Customer. Then you need to integrate a query created from Dot Liquid variables that says there is an existing customer that corresponds to the newly created customer. The whole thing is determined either by the e-mail, the phone number, the last name, the zip code or the city. The customer number of the existing customer is then output. Of course, you can also customize this query.
{% capture query %}
SELECT cCustomerNo FROM Customer.lvCustomerData
WHERE kCustomer != {{ Process.InternalCustomerNumber }}
AND
(
( ISNULL(cMail,”) != ” AND cMail = ‘{{ Process.Address.EMail }}’ )
OR ( ISNULL(cTel,”) != ” AND cTel = ‘{{ process.address.phone }}’ )
OR (
(ISNULL(cName,”) != ” AND cName = ‘{{ process.address.lastname }}’)
AND (ISNULL(cLocation,”) != ” AND cLocation = ‘{{ Transaction.Address.Location }}’)
AND (ISNULL(cPLZ,”) != ” AND cPLZ = ‘{{ Vorgang.Adresse.PLZ }}’)
)
)
{% endcapture -%}
\
{% assign result = query | DirectQueryScalar %}
\
{{ result }}
JTL-Wawi workflow "Merge duplicate customers" - Merge customer profiles
Sets we create a new action and select “Send email”. Now enter the name of the person who should receive the e-mail. That means yourselves or your employees. Enter the recipient’s mail address, the subject and again an individual dot liquid variable combination as text or use the one we used in the blog article. In this way, the employee knows directly which customer it is. We will show you what to do in a moment. Once we have entered everything, we save.
Hello,
the following customer was probably created twice:
Old customer: {% capture query %}
SELECT cCustomerNo FROM Customer.lvCustomerData
WHERE kCustomer != {{ Process.InternalCustomerNumber }}
AND
(
( ISNULL(cMail,”) != ” AND cMail = ‘{{ Process.Address.EMail }}’ )
OR ( ISNULL(cTel,”) != ” AND cTel = ‘{{ process.address.phone }}’ )
OR (
(ISNULL(cName,”) != ” AND cName = ‘{{ process.address.lastname }}’)
AND (ISNULL(cLocation,”) != ” AND cLocation = ‘{{ Transaction.Address.Location }}’)
AND (ISNULL(cPLZ,”) != ” AND cPLZ = ‘{{ Vorgang.Adresse.PLZ }}’)
)
)
{% endcapture -%}
\
{% assign result = query | DirectQueryScalar %}
\
{{ result }}
New customer: {{ transaction.customer number }}
Many greetings
The summary
If your employee has now received an e-mail, he or she must go to the customer area in Wawi. There, using the name, e-mail address or other known parameters, he searches for both customer profiles and selects both by holding down the control key. Then right-click on it and click Merge. Now you see the data of both profiles and can select manually which should be taken over. In the end, just go to Merge Customers and your problem is solved. I hope it went similarly smoothly for you. If you have other concerns regarding Wawi or JTL products, we are happy to help you as a JTL service partner. You can get all the info on the site.
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