Overview

1. Objectives

The QUALITY CUSTOMER DATA connector automatically connects RETAIL Y2 with the CAPENCY or DQE electronic form. It adds data quality assurance for addresses, emails, and phone numbers without leaving RETAIL Y2.

From the Y2 customer record, the user can:

• Access the CAPENCY or DQE form automatically.
• Enter information in CAPENCY or DQE while being guided to input quality data for addresses, emails, and phone numbers.
• Send validated data back to the customer record, including quality codes for future analysis.

The connector is activated when:

• A new customer record is created.
• An existing customer record is updated.
• A new customer complementary address is created.
• A customer complementary address is updated.

The connector does not work in standalone mode.

This functionality is available from the following Retail Y2 versions:

• Release 2016: from version 13.00.0000.2724, dated 14/12/2018.
• Release 2017: from version 14.00.0000.2751, dated 14/12/2018.
• Release 2018: from version 18.00.0000.1808, dated 14/01/2019.

2. Where It Works

2.1. Customer Main Record

Menu option in Mode Place: Basic data > Customers

Menu option in Front Office: Customers > Customer profile

2.1.1. New Customer Record

When creating a new customer by clicking the button below, the partner form opens automatically to collect and validate key data such as address, email, and phone numbers.

By default, all fields appear empty except for a few fields that contain default values.

The control is then returned to RETAIL Y2 with the validated data.

Once in RETAIL Y2, address, email, and phone numbers can be updated directly in the Y2 form or by clicking the partner button below.

It is possible to update information directly in RETAIL Y2 when the connector setting is not active for the store concerned.

In this case, no validation is applied, and any quality code sent by the partner form is reset on the Cegid side.

If the parameter is active for the current store, meaning that the store ID belongs to the list, the user must click the partner button because the address, email, and phone number fields are blocked in RETAIL Y2.

Default Values

The default values for nationality, language, and country are based on the settings of the store associated with the register or user, depending on whether the context is Front Office or Mode Place.

The following rules are implemented to transmit and initialize the Nationality, Language, and Country fields of the postal address in the partner customer file.

In the CUSTOMERDATA connector, the store is retrieved as follows:

• Store of the cash register if the workstation is connected to a cash register.
• Default store of the user otherwise.

The LBL_LANGID parameter, which contains the language, is always transmitted from the language of the user's cultural profile.

Modification Mode

• The T_LANGUAGE, T_NATIONALITY, and T_COUNTRY fields are retrieved from the values present on the customer record.

Creation Mode

In creation mode, the following rules apply to T_COUNTRY, T_LANGUAGE, and T_NATIONALITY:

• If the field is empty in the Y2 customer file, the current rules are maintained:
  • TIERS.T_LANGUAGE is retrieved from the user's cultural profile language, the same as LBL_LANGID.
  • TIERS.T_NATIONALITY is retrieved from the store country.
  • TIERS.T_PAYS is retrieved from the store country.
• Otherwise, from version 1.7.1 (11/01/2024), the value initialized by Y2 is retrieved and transmitted to the URL.

Example: Managing the T_LANGUE Field

• The language transmitted for the T_LANGUE field in the URL should be the language from the customer file, meaning the language from the Y2 file. This respects the Y2 settings if the field settings are configured.
• If the field settings are not configured for this field, meaning that T_LANGUE is empty in Y2, the current rule described above can be kept.

Example context:

• Store: Amsterdam
• Cultural profile: France
• Mode: Creation

2.1.2. Update Customer Record

When a customer record is opened in update mode, two possible flows can occur depending on how the connector setting is configured.

If Open form automatically is checked for the current store, the partner form is called automatically when opening an existing customer record and is loaded with the current customer data.

The behavior is similar to creating a new customer record. The difference is that the form is loaded with the current record instead of only default values.

After the information is updated and validated in the partner form, it is sent back to Y2. It can then be updated again directly in Y2 or by clicking the partner button.

2.2. Additional Address Information

2.2.1. New Additional Address Information

Inside the customer main record, click the highlighted menu option: Complementary data > Addresses.

A new screen opens, and the address, email, and phone fields are entered and validated in the partner form.

When adding a new complementary address to an existing customer, the same principle applies: the partner form opens automatically with default values.

The information retrieved from the partner form can be edited directly in RETAIL Y2 or not, depending on the connector setting.

Information Editable in Connector Only: Active

• Fields appear blocked.
• Any required update must be made using the partner button.

Information Editable in Connector Only: Not Active

• Fields are not blocked.
• It is possible to update the fields directly in RETAIL Y2.

Important: any update made directly in RETAIL Y2 resets or discards any existing quality code sent from the partner form.

2.2.2. Update Additional Address Information

All available additional address information associated with a specific customer is listed when the form is opened.

Select the address row to update. The information then appears automatically in the lower part of the form.

If the connector setting is not active, it is possible to update the address directly in RETAIL Y2 without control or validation of address, email, and phone data.

If Information editable in connector only is active, the user must go through the partner button to update address, email, and phone fields.

When the partner button is clicked, the partner form opens and loads the current record. Update the necessary information and validate the changes. The new data is then sent back to Y2.