Hi,

Andrew is correct and we (Link2Systems) have installed versions of CustomerSwap, that allows a customer placing an order on any webstore, with or without payments, to be checked against an existing Adagio customer file to swap in the AR customer details from existing AR accounts into the web order customer details.

We check email addresses and customer phone Numbers and customer addresses, and various combinations of these, to make sure that we have the correct match. So yes, we have the solution that you appear to be looking for. In fact, our solution was designed precisely for the situation that you are describing, for sites that did not want to manage customer numbers on their webstore. .

Our larger sites would process say 3000-5000 orders a day with this CustomerSwap and web orders. It currently works with OE 9.2 and we are testing with OE 9.3 with AR 9.3. It will be soon operational with the latest OE release.

Please email Kyle@stiefgroup.com for more details or have your Adagio dealer contact us. There is not much to demo, as it simply works. Some of our larger sites using the solution would have in excess of 100,000 customers in Adagio Receivables, so this is definitely a scalable solution.

And given you are taking your orders by way of a web POS solution, we also have PaymentsOnOrders as an integrated Adagio software solution, affectionately known as POO.

This solution takes your payment from your webstore invoice and allows you to apply to an open order (in Adagio Order Entry) before the order is shipped and invoiced (in Adagio). And when the order is invoiced, the payment auto applies to the invoice and is paid. The Payment is then auto applied to the pending payment (in BankRec) so that all of that former manual tracking of the pending payments is eliminated.

What will we think of next?

Best,
Brian