If you're using Cin7, you can auto-detect customer accounts that are B2C using Cin7's Group field. Cin7 Omni recommend that you use the Group field to categorise your customers, including B2C customers.
Follow the steps below to learn how to set the correct Cin7 Omni Customer Group to help detect B2C customers.
Prerequisites
You need to have your CRM integrated to Cin7
You'll need CRM Admin rights to follow the steps in this article
Step 1: Go to Cin7 Omni Customer Types Setting
In the navigation menu, select Settings then System Settings. In the Integration page, go to the Customer Types setting and select 'Click to Configure'.
Step 2: Configure Customer Types
Here, you'll be presented with a list of your Cin7 Omni Customer Types. Simply set the 'Is B2C' flag to 'Yes' for the Cin7 Omni Customer Type that you use to categorise your B2C customers.
