Difference between revisions of "Template:Customer"

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(Created page with "{{ImageSubtab|Customer}} :Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl. :*'''Use default customer'''...")
 
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::*'''Phone Number''' - Select the {{{1|Shopify}}} field that contains that phone number that should be imported to Fishbowl.  
 
::*'''Phone Number''' - Select the {{{1|Shopify}}} field that contains that phone number that should be imported to Fishbowl.  
 
::*'''Email Address''' - Select the {{{1|Shopify}}} field that contains that email address that should be imported to Fishbowl.
 
::*'''Email Address''' - Select the {{{1|Shopify}}} field that contains that email address that should be imported to Fishbowl.
:{{Additional options|{{{1|Shopify}}}|{{{Customer|}}}}}
 

Revision as of 18:42, 23 August 2018

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use default customer - This option will associate all imported sales orders with the customer selected in the Customer Name field. This could be used with a generic Fishbowl customer such as Shopify customer.
  • Use order Bill To address - Use the Bill To address from the Shopify order instead of the Fishbowl address for the default/generic customer.
  • Use order Ship To address - Use the Ship To address from the Shopify order instead of the Fishbowl address for the default/generic customer.
  • Use order customer - This option will import the Shopify customer instead of using a generic customer.
  • Customer Name - Select the Shopify field that contains that customer name that should be imported to Fishbowl.
  • Customer Contact - Select the Shopify field that contains that customer contact that should be imported to Fishbowl.
  • Phone Number - Select the Shopify field that contains that phone number that should be imported to Fishbowl.
  • Email Address - Select the Shopify field that contains that email address that should be imported to Fishbowl.