Template:Order

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Revision as of 16:32, 15 March 2019 by Ncarter (talk | contribs)
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Cart Order.png

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

  • Salesperson - Sales orders will be created using this salesperson.
  • Location Group - Sales orders will be created using this location group.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • 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.
  • Assign {{{1}}} order number to Customer PO field - When selected, the {{{1}}} order number will be displayed in the Sales Order Customer PO field.
  • 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.
  • 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}}}.