... deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...
What?
I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips.
Why? ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.
Why?
Because it ...
What?
This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, ...
... Map fn_GetSystemValues()
Trigger: Snippet to be used at beginning of code to get dynamic maps of system values
Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts
Inputs: ...
... Team", and "Sales Team".
Save and Close
Setup: Specify Pipeline Options
Login to ZohoCRM as a system administrator > Go to Setup > Pipelines
Using the "Standard" layout, let's simply create ...
... adding label because -3 often displays "Net 56" instead.
m_InvoiceDetails.put("payment_terms_label","Due end of next month");
//
// loop through line items and populate
for each m_SOLineItem in l_SalesOrderLineItems
{
...
What?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
... article link above), we're going to use the GetOrders call for order (sales) management.
/*
Function: fn_GetEbayOrders()
Purpose: Queries eBay for all orders for a specified year
...
What?
A quick note here on how to connect to the DHL API and check on a package given a tracking number.
Why?
In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...
What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.
Why?
Because I need this ...
... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup):
Watch the spinning ...
... There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or ...
... to Settings > Automations > Custom Functions > Select the function > Execute the function against a paid invoice - check the fields updated.
Go to Sales > Invoices > Select an invoice > Click on "Comments ...
... for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered.
How?
Here's a code snippet that works for me. It ...
... will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):
read_analytics,write_customers,read_customers,write_inventory,read_inventory,write_order_edits,read_order_edits,write_orders,read_orders,write_product_listings,read_product_listings,write_products,read_products,write_reports,read_reports ...
What?
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...
What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an ...
... uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer ...
We use cookies to improve your experience on our website. By browsing this website, you agree to our use of cookies. Read more about our Privacy Policy.