Difference between revisions of "Template:Customer"

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m (Text replacement - " " to " ")
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{{ImageSubtab|Customer}}
 
{{ImageSubtab|Customer}}
 
:Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
 
: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 '''{{{1}}} customer'''.
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:*'''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 '''{{{1}}} customer'''.
 
::*'''Use order Bill To address''' - Use the Bill To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
 
::*'''Use order Bill To address''' - Use the Bill To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
 
::*'''Use order Ship To address''' - Use the Ship To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
 
::*'''Use order Ship To address''' - Use the Ship To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
:*'''Use order customer''' - This option will import the {{{1}}} customer instead of using a generic customer.
+
:*'''Use order customer''' - This option will import the {{{1}}} customer instead of using a generic customer.
 
::*'''Customer Name''' - Select the {{{1}}} field that contains that customer name that should be imported to Fishbowl.  
 
::*'''Customer Name''' - Select the {{{1}}} field that contains that customer name that should be imported to Fishbowl.  
 
::*'''Customer Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported to Fishbowl.  
 
::*'''Customer Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported to Fishbowl.  
 
::*'''Phone Number''' - Select the {{{1}}} field that contains that phone number that should be imported to Fishbowl.  
 
::*'''Phone Number''' - Select the {{{1}}} field that contains that phone number that should be imported to Fishbowl.  
 
::*'''Email Address''' - Select the {{{1}}} field that contains that email address that should be imported to Fishbowl.
 
::*'''Email Address''' - Select the {{{1}}} field that contains that email address that should be imported to Fishbowl.

Revision as of 21:23, 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 {{{1}}} customer.
  • Use order Bill To address - Use the Bill To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
  • Use order Ship To address - Use the Ship To address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
  • Use order customer - This option will import the {{{1}}} customer instead of using a generic customer.
  • Customer Name - Select the {{{1}}} field that contains that customer name that should be imported to Fishbowl.
  • Customer Contact - Select the {{{1}}} field that contains that customer contact that should be imported to Fishbowl.
  • Phone Number - Select the {{{1}}} field that contains that phone number that should be imported to Fishbowl.
  • Email Address - Select the {{{1}}} field that contains that email address that should be imported to Fishbowl.