Template:WholesaleCustomer
Template page
- Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
- Enable multi-currency settings - This option is only available if Currency Conversion is enabled in Fishbowl.
- Enable advanced mapping settings - This option provides additional options for creating and mapping customers.
- Enable wholesale & retail settings - After enabling this option, additional fields will allow you to assign your retail orders to use a default Fishbowl customer while allowing your wholesale customers to be mapped as unique customers.
[[File:{{{1}}} Wholesale.png]] - Use a default customer for all orders - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as {{{1}}} Customer.
- Use order billing Address - Use the billing address from the {{{1}}} order instead of the address for the default customer.
- Use order shipping Address - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
- Use the order customer and addresses - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
- Field - Select the {{{1}}} field you want to use as the Fishbowl customer name.
- Alternate Field - An alternate field mapping when the primary mapping does not contain data.
