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):