Difference between revisions of "Template:Order"

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{{ImageSubtab|Order}}
 
{{ImageSubtab|Order}}
Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}
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Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}.
:* '''Salesperson''' - Sales orders will be created using this salesperson.
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:* '''Field mapping''' - Use the mapping table to map {{{1}}} order fields to Fishbowl order fields. If no field is mapped to the '''Fishbowl Order Number''', then it will be generated by Fishbowl. If no date field is mapped to the '''Fishbowl Date Scheduled''', then it will be set to the date of import.
:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.
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:* '''Use currency conversion''' - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the {{Module|Currency}}. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when [[#Customer|Use a Default customer]] is selected.
:* '''Payment Terms''' - When selected, sales orders will be created using this payment term.
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:* '''Discount Item''' - Discount item for the order discount amount from {{{1}}}. Can only specify a flat rate discount. The flat rate discount can be set to $0 in the {{Module|Discount}} and then the correct discount amount will be set when the order is imported from {{{1}}}.
:* '''Shipping Item''' - When selected, sales orders will be created using this product as the default shipping item.
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:* '''Default Salesperson''' - Sales orders will be created using this salesperson.
:* '''Shipping Terms''' - When selected, sales orders will be created using these shipping terms.
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:* '''Default Class''' - If there is no class mapped from {{{1}}}, sales orders will be created using this class as the sales order class.
:* '''Use currency conversion''' - Enabling this option will import orders and convert them from the transaction currency (when specified) to your Fishbowl database home currency. The currency rate(s) used will be the rate(s) specified in Fishbowl. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when [[#Customer|Use a Default customer]] is selected.
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:* '''Default Payment Terms''' - If there are no payment terms mapped from {{{1}}}, sales orders will be created using this payment term.
:* '''Assign {{{1}}} order number to Customer PO field''' - When selected, the {{{1}}} order number will be displayed in the Sales Order Customer PO field.
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:* '''Default Shipping Terms''' - If there are no shipping terms mapped from {{{1}}}, sales orders will be created using these shipping terms.
:* '''Use {{{1}}} order number as Fishbowl SO number''' - When selected, sales orders will be created using the {{{1}}} order number as the Fishbowl sales order number.
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:* '''Order number prefix''' - An order number prefix can be defined which will be applied to order numbers mapped from {{{1}}}.
::* '''Add an order number prefix''' - Define a prefix to be set on imported sales order numbers. This option is only available when using the order number from {{{1}}}.
 

Revision as of 17:11, 17 June 2019

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module.

  • Field mapping - Use the mapping table to map {{{1}}} order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Small.Currency.png Currency module. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Discount Item - Discount item for the order discount amount from {{{1}}}. Can only specify a flat rate discount. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from {{{1}}}.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from {{{1}}}, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from {{{1}}}, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from {{{1}}}, sales orders will be created using these shipping terms.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from {{{1}}}.