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|Shopify}}} customer'''.
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:*'''Use Default customer''' - This 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|Shopify}}} order instead of the Fishbowl address for the default/generic customer.
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::*'''Use the {{{1}}} Billing Address''' - Use the billing address from the {{{1}}} order instead of the address for the default customer.
::*'''Use order Ship To address''' - Use the Ship To address from the {{{1|Shopify}}} order instead of the Fishbowl address for the default/generic customer.
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::*'''Use the {{{1}}} Shipping Address''' - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
:*'''Use order customer''' - This option will import the {{{1|Shopify}}} customer instead of using a generic customer.
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:*'''Use the {{{1}}} Customer and Addresses''' - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
::*'''Customer Name''' - Select the {{{1|Shopify}}} field that contains that customer name that should be imported to Fishbowl.  
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::*'''Name''' - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
::*'''Customer Contact''' - Select the {{{1|Shopify}}} field that contains that customer contact that should be imported to Fishbowl.
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::*'''Alternate Name''' - An alternate field mapping when the primary mapping does not contain data.
::*'''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.
 

Latest revision as of 22:19, 6 May 2020

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 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 address for the default customer.
  • Use the {{{1}}} Shipping Address - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
  • Use the {{{1}}} Customer and Addresses - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
  • Name - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.