Assign a Printer's Plan Customer Number to a MyOrderDesk Account. Follow
You can add the Printer's Plan customer number to a user's MyOrderDesk Profile so that when Web Orders arrive in Printer's Plan they can be routed to the correct customer.
Note: if the MyOrderDesk email address and the Printer's Plan customer email address are an exact match, you do not need to do this, however adding it should be our best practice.
See the instructions below.
NOTE: You must add an extended profile field called "PrintersPlanCustomerNo" for this to work correctly. You can edit your Extended profiles from your Users and Groups
This is the logic that Printer's Plan uses to determine where to place the customer:
1. If the web order from the website includes the Printer’s Plan customer number then the job is added to that account. Because the Printer’s Plan customer number is a nonstandard field, this information has to be stored in the <OrderRequestHeader> part of the xml and should have a tag listed as shown here: < Extrinsic name="PrintersPlanCustomerNo">38 </Extrinsic>
2. Next, the program checks the buyer’s email address, if the program finds a single match then the job is added under the customer connected to that contact.
3. If an email address is not found, or more than one contact with the same email address is found, then the program checks both the Bill to Name and Bill To Address fields – if an exact match is found then the job is added to that customer.
4. If the email and bill to checks fail then the program checks the Ship To Attention, Company and Address fields -- if an exact match is found then the job is added to that customer.
5. If no match is found the job will go into our generic web customer, Customer #20<https://printersplan.zendesk.com/hc/requests/20>.
2. Next, the program checks the buyer’s email address, if the program finds a single match then the job is added under the customer connected to that contact.
3. If an email address is not found, or more than one contact with the same email address is found, then the program checks both the Bill to Name and Bill To Address fields – if an exact match is found then the job is added to that customer.
4. If the email and bill to checks fail then the program checks the Ship To Attention, Company and Address fields -- if an exact match is found then the job is added to that customer.
5. If no match is found the job will go into our generic web customer, Customer #20<https://printersplan.zendesk.com/hc/requests/20>.