This page explains how to design and configure your customer model in Norce Commerce. The customer model includes organizations, people (contacts and customers), and the relationships between them. You will learn how to set up roles, permissions, and information types to match your business requirements.
Before configuring the customer model, ensure you have completed the following setup step:
- Set up applications in your Norce Commerce environment.
Before starting the configuration, gather the following information and make key decisions:
- Customer Model Structure: Decide how you want to represent organizations and people (contacts and customers) in your model.
- Roles and Permissions: Determine the roles different users will have and what permissions they require.
- Access Control: Identify who should have access to various components of the customer model.
Follow these steps to set up your customer model in Norce Commerce:
- Access Customer Components:
Navigate to Settings → Client → Components in the admin panel. - Select Customer Fields:
Choose which customer fields should be visible and editable in the admin interface. - Open Customer Settings:
Go to Customer → Settings to configure the core aspects of the customer model. - Define User Roles:
Set up roles for different types of users (e.g., admin, buyer, contact). - Configure Information Types:
- Set up information types for customers (people).
- Set up information types for companies (organizations).
- Set Up Customer Flags:
Navigate to Customer → Flags to add flags for customer classifications, business rules, or segmentation.
You can further tailor the customer and company model using client settings:
- Data Anonymization: Configure options for anonymizing customer data to comply with privacy requirements.
- Customers by Application:
Decide whether customers and organizations are shared across applications or kept separate.- If enabled, the same people or organizations can exist in multiple applications.
- If disabled, all applications share the same customer register.
- Customer pricing: Learn how to set up pricing models for different customer groups.
After configuring your customer model, you may:
- Explore customer pricing options.
- Continue with further setup and configuration as needed.