Template:Order: Difference between revisions

Revision as of 22:01, 18 October 2022

Additional order data will be imported and displayed on the Details tab of the 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.
Salesperson - Sales orders will be created using this salesperson.
Accounting Class - If there is no class mapped from {{{1}}}, sales orders will be created using this class as the sales order class.
Payment Terms - If there are no payment terms mapped from {{{1}}}, sales orders will be created using this payment term.
Shipping Terms - If there are no shipping terms mapped from {{{1}}}, sales orders will be created using these shipping terms.
Priority - The default priority to be set on imported orders.
Use customer properties - Pull customer properties to the order such as salesperson, class, payment terms, shipping terms, and priority. If available, these will override the default values selected above.
Order Number Prefix - Define a short prefix that will be applied to the imported order numbers. This setting will not work with Fishbowl-generated order numbers.
Discount Item - Select the flat rate discount type that will be added as a line item to imported orders.

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 Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}.
 :* '''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 Customer Defaults''' - The following order defaults will be used when no data is mapped from {{{1}}} in the mapping table above. "Use Customer Defaults" will use values from the Fishbowl customer when available.
+:* '''Salesperson''' - Sales orders will be created using this salesperson.
-:* '''Default Salesperson''' - Sales orders will be created using this salesperson.
+:* '''Accounting Class''' - If there is no class mapped from {{{1}}}, sales orders will be created using this class as the sales order class.
-:* '''Default Class''' - If there is no class mapped from {{{1}}}, sales orders will be created using this class as the sales order class.
+:* '''Payment Terms''' - If there are no payment terms mapped from {{{1}}}, sales orders will be created using this payment term.
-:* '''Default Payment Terms''' - If there are no payment terms mapped from {{{1}}}, sales orders will be created using this payment term.
+:* '''Shipping Terms''' - If there are no shipping terms mapped from {{{1}}}, sales orders will be created using these shipping terms.
-:* '''Default Shipping Terms''' - If there are no shipping terms mapped from {{{1}}}, sales orders will be created using these shipping terms.
+:* '''Priority''' - The default priority to be set on imported orders.
-:* '''Default Priority''' - The default priority to be set on imported orders.
+:* '''Use customer properties''' - Pull customer properties to the order such as salesperson, class, payment terms, shipping terms, and priority. If available, these will override the default values selected above.
-:* '''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 {{Module|Discount}} and then the correct discount amount will be set when the order is imported from {{{1}}}.
+:* '''Order Number Prefix''' - Define a short prefix that will be applied to the imported order numbers. This setting will not work with Fishbowl-generated order numbers.
-:* '''Order Number Prefix''' - An order number prefix can be defined which will be applied to order numbers mapped from {{{1}}}.
+:* '''Discount Item''' - Select the flat rate discount type that will be added as a line item to imported orders.