How to insert variable values in Client and Billing Account profile fields [Information]

Modified on Thu, 6 May, 2021 at 3:45 PM

When setting up Client profiles and Billing Accounts, you might need to set variable/dynamic fields and values rather than fixed values.


These are the variables you can use to have techShip grab dynamic information for order and client information:


ORDER REFERENCES


Reference
Variable
Pick Order #{PickOrder}
Customer Order #{CustomerOrder}
Customer PO{CustomerPO}
Warehouse SKU (limited support){WarehouseSKU}
Customer SKU (limited support){CustomerSKU}
Container No{ContainerSerialNumber}
First SKU{SingleSKU}
First SKU Description{FirstSKUDescription}
Customer fields (XXX),
where XXX is the custom field name
{customfields:XXX}


Example (this will concatenate both references in one field for Reference #2):




ORDER RELATED / ORDER MANAGEMENT RULES (OMR)


Reference
Variable
Ship to Name{ShipToName}
Ship to Company{ShipToCompany}
Ship to Address 1{ShipToAddress1}
Ship to Address 2
{ShipToAddress2}
Ship to Address 3
{ShipToAddress3}
Ship to Phone{ShipToPhone}
Ship to Email
{ShipToEmail}
Instructions{Instruction}
More to be added soon...


CLIENT PROFILE


Information
Variable
Sender Name{Sender}
More to be added soon...









Example (this will automatically set the Sender name based on the Client name):

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article