Difference between revisions of "Template:Customer"

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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'''.
+
:*'''Use a Default customer''' - Uses the customer option will associate all imported sales orders with the customer selected in the '''Customer ''' 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 the {{{1}}} Billing Address''' - Use the billing 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 the {{{1}}} Shipping''' - Use the shipping 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 the {{{1}}} Customer and Address''' - 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.
+
::*'''Name''' - Select the {{{1}}} field that contains that customer name that should be imported to Fishbowl.
:::*'''Use {{{1}}} customer name if selected field is blank''' - When selected, the {{{1}}} customer name will be used if the value selected doesn't exist on the order.
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::*'''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''' - 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''' - 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 20:13, 20 December 2018

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - Uses the customer option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as {{{1}}} customer.
  • Use the {{{1}}} Billing Address - Use the billing address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
  • Use the {{{1}}} Shipping - Use the shipping address from the {{{1}}} order instead of the Fishbowl address for the default/generic customer.
  • Use the {{{1}}} Customer and Address - This option will import the {{{1}}} customer instead of using a generic customer.
  • Name - Select the {{{1}}} field that contains that customer name that should be imported to Fishbowl.
  • Contact - Select the {{{1}}} field that contains that customer contact that should be imported to Fishbowl.
  • Phone - Select the {{{1}}} field that contains that phone number that should be imported to Fishbowl.
  • Email - Select the {{{1}}} field that contains that email address that should be imported to Fishbowl.