We outlined in the Customer Creation article, the following three scenarios for Customer functionality between an eCommerce platform and your point of sale system via iPaaS.com:
1. A brand new customer created in Magento 2 (a customer that does not already exist in CP)
2. An order placed by a guest (a patron who does not wish to create an account online)
3. An order placed by a logged in customer who already exists in CP
Using the above numbering system, here are the known differences between C5 and iPaaS.com customer functionality
1) Brand new customers are created in both systems with respect to the POS template customer but the difference is where this template customer needs to be established
In C5, this was set in the Commerce5 application itself, on the CounterPoint Order Setup tab > Template Customer field:
With iPaaS.com, this is set in Counterpoint on the Workgroup of the User assigned to online orders:
2) There is a notable difference in how iPaaS.com handles guest orders versus how Commerce5 (mis)handled a guest checkout order
In C5, even though the purchaser is opting out of become a customer online; C5 was still creating these as brand new accounts in CP each time this same person (email) placed an order
For instance, if [email protected] placed 8 "not logged in" orders on your website, you'd now have 8 new customers in CP all with the same email (leaving you with bad data in need of cleanup)
In addition, it is not best practice to force account creation in any resulting system if the guest chooses to opt-out in the origin system
With that said, iPaaS.com has corrected this workflow by attributing all guest orders to one customer in CP: the Default Customer set on the Store used for online orders:
3) For existing point of sale customers that place orders online, that functionality has not changed in iPaaS.com from C5
If a customer places an order online while being logged in to their account, the order placed will be attribute to the customer record in Counterpoint if both accounts are using the same email and the customer record in CP is checked for eCommerce beforehand.