The CRM can auto-detect customer accounts that are B2C, using Unleashed's Sales Order Group field. Unleashed recommend that you use the Sales Order Group to categorise your Sales Orders, such as into branches or regions.
Follow the steps below to learn how to set the Unleashed Sales Order Group to help detect B2C customers in the CRM.
Prerequisites
You need to have your CRM integrated to Unleashed
You'll need CRM Admin rights to follow the steps in this article
Step 1: Navigate to Sales Order Group setting
Click here to go to the Sales Order Group setting or you can search "Sales Order Groups" within System Settings and click to Configure.
Step 2: Configure Sales Order Groups
Here, you'll be presented with a list of your Unleashed Sales Order Groups. Simply set the 'Is B2C' flag to 'Yes' for the Sales Order Group that you use to categorise your B2C customers.
Please note: Sales Order Groups are managed entirely within Unleashed and any updates made in Unleashed will be synced to the CRM.