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

Modified on Thu, 06 May 2021 at 03:45 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):

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