Enabling Auto-Assignment for Online Purchases

RGP includes a built-in auto-assignment feature for online transactions. When enabled, the system will automatically match an incoming online purchase to an existing customer record and assign it without any manual intervention.

How It Works

When a new online transaction comes in, RGP compares it against existing customer records using two fields:

• Email address
• Date of birth

If both fields match a single customer record exactly, the transaction is automatically assigned to that customer and bypasses the manual assignment queue entirely.

If either field does not match or returns multiple results, the transaction routes to the manual assignment queue as usual.

Enabling Auto-Assignment

1. Navigate to Data Entry > Manage > Settings.
2. Select the Misc tab.
3. Locate the auto-assignment setting and enable it.
4. Save your changes.

Important Notes

• Auto-assignment applies to online purchases only. It does not affect in-person or manually entered transactions.
• The match must be exact on both email address and date of birth. Partial matches will not trigger auto-assignment.
• Transactions that do not meet the match criteria will continue to appear in the manual assignment queue with no change in behavior.