Difference between revisions of "Template:Order Import"

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{{ImageSubtab|Order}}
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{{ImageTab|Order Import|{{{1|Cart}}}}}
:*Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}
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{{Schedule|import orders|Run task}}
:* '''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.
 
:* '''Discount Item''' - Discount item for the order discount amount from {{{1|Shopify}}}. 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|Shopify}}}.
 
:* '''Use {{{1|Shopify}}} order number as Fishbowl SO number''' - When selected, sales orders will be created using the {{{1|Shopify}}} order number as the Fishbowl sales order number.
 
:* '''Assign {{{1|Shopify}}} order number to Customer PO field''' -  When selected, the {{{1|Shopify}}} order number will be displayed in the Sales Order Customer PO field.
 

Latest revision as of 00:43, 24 August 2018

Cart Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.