Difference between revisions of "Template:Customer"

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{{ImageSubtab|Customer}}
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{{ImageSubtab|Customer|{{{2|Cart}}}}}
 
: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 a 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'''.
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:*'''Enable multi-currency settings''' - Order prices will be converted from the channel order currency to the Fishbowl currency assigned to the mapped customer. Requires [[Currency#MODULE_OPTIONS|Fishbowl currency conversion]] to be enabled.
::*'''Use the {{{1}}} Billing Address''' - Use the billing address from the {{{1}}} order instead of the address for the default customer.
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:*'''Enable advanced mapping settings''' - Opens up additional customer mapping options and control over customer creation.
::*'''Use the {{{1}}} Shipping Address''' - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
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:*'''Use a default customer for all orders''' - 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}}} Customer and Address''' - This option will import the {{{1}}} customer from the order instead of using a generic customer.
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::*'''Use order billing address''' - Use the billing address from the {{{1}}} order instead of the address for the default customer.
::*'''Name''' - Select the {{{1}}} field that contains that customer name that should be imported into Fishbowl.
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::*'''Use order shipping address''' - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
::*'''Contact''' - Select the {{{1}}} field that contains that customer contact that should be imported into Fishbowl.
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:*'''Use the order customer and addresses''' - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
::*'''Phone''' - Select the {{{1}}} field that contains that phone number that should be imported into Fishbowl.
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::*'''Field''' - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
{{#ifeq:{{{1}}}|Salesforce||::*'''Email''' - Select the {{{1}}} field that contains that email address that should be imported into Fishbowl.}}
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::*'''Alternate Field''' - An alternate field mapping when the primary mapping does not contain data.

Latest revision as of 19:01, 9 November 2021

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Enable multi-currency settings - Order prices will be converted from the channel order currency to the Fishbowl currency assigned to the mapped customer. Requires Fishbowl currency conversion to be enabled.
  • Enable advanced mapping settings - Opens up additional customer mapping options and control over customer creation.
  • Use a default customer for all orders - 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 billing address - Use the billing address from the {{{1}}} order instead of the address for the default customer.
  • Use order shipping address - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
  • Use the order customer and addresses - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
  • Field - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
  • Alternate Field - An alternate field mapping when the primary mapping does not contain data.