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Identify B2C Customers Based on Cin7 Customer Group
Identify B2C Customers Based on Cin7 Customer Group
Cin7 customers can auto-detect customer accounts that are B2C using Cin7's Customer Group field.
Updated over a week ago

If you're using Cin7, you can auto-detect customer accounts that are B2C using Cin7's Group field. Cin7 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 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 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 Customer Types. Simply set the 'Is B2C' flag to 'Yes' for the Cin7 Customer Type that you use to categorise your B2C customers.

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