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Fishbowl β

Template:Order

Cart Order.png

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

  • Order 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 - Select the flat rate discount type that will be added as a line item to imported orders. 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}}}.