🙋♀️Customers
All customers (and agents) managment - create, update, get customers information and more
Customer Management
Create, update and get all customers information.
Create a New Customer
Create a new customer.
Methods -
It is possible to choose the next customer serial number.
send in request parameter:
'cust_id'
Send the number to set the next customer (the system will continue from this setting).
Update Customer Details
Update an existing customer.
Methods -
Erase a Customer
Delete an existing customer.
Method -
Erasing an existing customer will be possible only if it wasn't ascribed to a document/receipt.
Get the Customers Info
Receive a specific customer or all customers information.
Methods -
Get the details for a specific customer.
Get all customers details in a specific account.
To filter the customers by type - send request parameter:
'customer_type'
Send the customer type accordingly.
Customer Types
The customers will hold all tickets used in the system and are divided by types.
| Type Name | Meaning | Default Code |
|---|---|---|
| Simple Customers | The regular customers for sales | 1 |
| Suppliers | Businesses or individuals who provide the products or materials that the business purchases for resale or use in operations | 20 |
| Income/Outcome codes | General income and outcome tickets (electricity, water, insurance etc.) of the business | 40-59 |
| Agents | The agents purpose is to separate the orders/sales between the agents employ of the merchant | 60 |
To add other custom types contact Rivhit call center.
Customers Identification
To associate the customer while producing a document/receipt, there are two possible ways:
By Customer's System Id
The most accurate and certain way to identify the customers is by sending the serial customer number as it defined in the system.
In order to do that, the merchant system/website server needs to hold all the customers and their identify numbers accordingly.
To identify by that value send the request parameter:
'customer_id'
The Rivhit customer serial number
By Customer's Identify details
Try to locate the customer by specific identifier (phone number, ID number, email),
The identifier must be included in the request and has to be unique to this customer.
If a customer is not found by the identifier/s that was defined - a new customer will be created.
Send the request parameters:
'create_customer' = true
Enables customer identification mechanism
New customer will be created automatically If there wasn't any existing customer with the identify values sent.
'find_by_mail' = true
Search by email
'email_to'
The customer email
'find_by_id' = true
Search by ID number
'id_number'
The customer Israeli Id or Vat number
'find_by_phone' = true
Search by phone number
'phone'
The customer phone number
'find_by_acc_ref' = true
Search by third party identifier
'acc_ref'
The customer third party identifier
Customer Reports
For customers and other relevant report - Go to here.
Updated 11 days ago