I have a project that requires the following functions:
Customer number to the "Customers" table in WooCommerce. The system should have a function where it automatically generates a customer number when the customer registers to the service.
A search field should be created on the WooCommerce "Checkout" page, where the customer enters the above-mentioned customer number.
When the customer has entered the customer number, the system will fill out the form based on the customer number.
Example:
Antti has a customer number 1.
Antti is ordering product 1.
On the "Checkout" tab, Antti enters customer number 1 in the search field.
The system will fill out the rest of the form based on Antti's customer number, i.e. it will retrieve the customer information and bring it to the form.
How to do that?
I tried following plugins and didn´t get any of these working:
Autocomplete WooCommerce Orders
Profile Extra Fields by BestWebSoft
Related
Is it possible to search by invoice number? When I search by invoice ID, I want to display the invoice. The document number is already selected in the search preferences. For example when i search by 2090, I want to display the invoice.
The search in the admin panel only comprises the entities which you see in the drop down. This includes orders, but not documents.
Adding other entities to the admin search is described in the German forum.
You could add a provider for the search using Application.addServiceProviderDecorator.
There is not really a document listing route, as documents are displayed as a part of the orders. So you could reuse the one for the orders and just display the matching orders when an associated document matches. Or you create another listing for all documents.
Another approach would be to extend the matching for orders in the backend and also search for document numbers.
I am trying to use Stripe to process payments. The problem is that I need the name, id number and address of every customer to satisfy European regulations. I see screen captures everywhere of invoices generated by Stripe that contain that information below "Bill to", but my invoices only place there the email even if I force to collect the billing address with
'billing_address_collection' => 'required'
How can I force it to collect the name and save the address for the invoice?
You should set the complete address on the Customer, and in particular confirm the country is set to a valid ISO 2-letter code. The country is critical to allow Stripe to format the address using the appropriate style.
I have a request from a pop up of the Customers Activity Notes after the Customer ID has been entered on a sales order. Currently they have set up specific instructions for entering an order for customer (could be different for each customer). We have entered them under the customers Activity Notes with a specific ID in the subject field. The notes will be in the body of the activity.
Rather then copy this info to the Sales Order Activity Notes, they would just like to display the Activity Notes from the Customers Activity Notes.
Has anyone done something like this or have any though as to how this could be accomplished.
You could proceed one of two ways:
First way is you could create a button in which it would fetch the associated customer's notes and display them.
The second way is that you could override the PXSelecting action for the page and make sure the Customer ID selector has commit changes set to true.
Either way you go, you will need to fetch the notes using the customer's NoteID field from the Note table. One method would be:
BAccount cust = PXSelect<BAccount, Where<BAccount.bAccountID, Equal<Current<SOOrder.customerID>>>>.Select(Base);
Note custNote = PXSelect<Note, Where<Note.noteID, Equal<Required<BAccount.noteID>>>>.Select(Base, cust.NoteID);
This should get you the result you desire. You can then display it however you choose.
NOTE: Please let me know if there are any syntax errors and I will correct them ASAP.
I created a sales order in NS and marked the payment method as check. When I went to bill it, it created a credit card sale, even though there was no credit card on the transaction. Is this expected?
There is no transaction in NetSuite with name "credit card sale", it's an standard cash sale transaction. May be this record is renamed in your NetSuite account.
A customer may have a Credit Card saved in their record. When creating a sales order, under the billing tab the preferred Credit Card details will be auto-populated under the "Payment" subtab. When the user enters a Term under "Billing Information" section, the Payment Method field under the Payment subtab will turn blank. If a payment method is selected, then the Term field will turn blank.
That is because when a Term is selected, the system assumes that the sale will be an Invoice sale. If a Payment Method is selected, the system will assumes that this is a Cash Sale (which doesn't necessarily mean that it will be paid by cash but it will be paid upfront). Therefore, only one field must be filled and the other one must be blank.
To have an Invoice generated from the Sales Order, the payment method will have to be unset from the sales order OR change the form to a Sales Order - Invoice type.
For more details please refer SuiteAnswers - 35604 and 33544
No, the payment method should stay as marked. Is it possible you have scripts or a workflow running that could change this?
You can check by looking at the transaction in the UI, then go to the System -> Notes tab and see which and when fields were changed.
It looks like some transaction re-naming has been done in your account and that is just a normal Cash Sale record with a different name.
It is especially difficult in large Netsuite orders to do receipts and billing, considering we are using Advanced Receiving and are going into a particular order multiple times and partially receiving each time. Is there a way in Netsuite to create a Vendor Bill based on the final contents of a particular Item Fulfillment (if Drop Shipped) or Item Receipt?
Billing Purchase Orders
Billing a purchase order indicates you have received an invoice from the vendor for items purchased and creates a bill in accounts payable. You can turn your purchase order into a bill without rekeying any data.
If you use Advanced Receiving, you can receive an order and create a bill in separate steps. To enable advanced receiving, go to Setup > Enable Features. On the Purchase Transactions subtab, check the Advanced Receiving box, and click Save.
Note:
When you create a standalone bill or bill an existing purchase order, the transaction >requires an active Accounts Payable account. For an active account, you must enable an >existing Accounts Payable account, create a new Accounts Payable account, or contact your >System Administrator.
To bill a purchase order with Advanced Receiving:
Go to Transactions > Purchases/Vendors > Bill Purchase Orders.
On the Bill Purchase Orders page, in the Vendor field, select a vendor to create bills for.
You can select All to show all open bills, but you can create bills for only one vendor at a time.
Check the box in the Bill column next to all purchase orders you want to bill.
If you check more than one purchase order, items from all the purchase orders you check are grouped together on one bill.
Click Submit.
The bill appears and shows the purchase order items.
If Match Bill to Receipt is enabled on the purchase order when the vendor bill is created, you can select specific receipts in the Receipts column. Then, the values on the receipt determine the following:
A bill is created for specific receipts that are selected.
The bill is checked against receipt values for variances.
If the information on the bill is correct, click Save.