Description Create 2 copies of the the Invoice PDF template ( one original and one copy ) as per the given layout and mappings. Solution Go to Customization -> Forms -> Advanced PDF/HTML Templates Search for the Standard Invoice PDF/HTML Template and click the customize option to create customized Invoice template. JJ Custom Invoice PDF… Continue reading Custom Invoice PDF/ HTML Template
Author: Aranya T R
Sync Customers from Netsuite to Shopify
Here we are trying to export the customers from Netsuite to Shopify by using Celigo Integrator.io platform. Description First Login to the Celigo Integrator.io Platform and create a integration by clicking the “Create Integration” in the top right and name the integration. It will open a new screen as below when we click save &… Continue reading Sync Customers from Netsuite to Shopify
Adding a New Store to a Tile in Celigo
Procedure Click on the tile where you need to add the new store. On the top right corner you will see this. Click this It will look like the page to add a Tile, except you do not have to configure NetSuite. Configure the Amazon Connection Follow the steps on the guide : http://jobinandjismi.in/create-a-new-tile-in-celigo/ Multi-component… Continue reading Adding a New Store to a Tile in Celigo
Create a New Tile in Celigo
Procedure First go to the Market Place Select Amazon Seller Central Click the “Install” button of Amazon- Netsuite Integration app Then it will open a new tile for you and you can continue setup Click the link on the tile to “Continue setup” You will arrive here Start by configuring the NetSuite connection Copy the… Continue reading Create a New Tile in Celigo
Introduction to Celigo Integrator.io
Integrator.io allows you to connect your business applications and transfer data between those applications automatically. As businesses grow and expand, this is needed to reduce errors. The best thing about integrator.io is that it is a simple platform that anyone could use. Throughout this module, we will be walking through the different parts of integrator.io,… Continue reading Introduction to Celigo Integrator.io
Custom form to track blood donor details and store them in database
Requirement The form must contain a data entry form for the company employees to track down the blood donor details. They should be able to store Name (First Name, Last Name), Gender, Phone Number, Blood Group, Last Donation Date. Another form should be available to search for the eligible blood donors, based on the filters… Continue reading Custom form to track blood donor details and store them in database
Update Due date based on Uploading Date in the Invoice Record
Requirement The client requirement is to update the due date in the invoice record according to the uploading date and the customer’s terms of billing. While doing a CSV import, the “uploading date” should be populated through the import and the script will be updating the due date(field id: “duedate”) accordingly While uploading the file,… Continue reading Update Due date based on Uploading Date in the Invoice Record
Hide a Field in Purchase Order
Disable the standard rate field named “Rate” in the Purchase order for all roles other than Admin. Solution There is no need of script for solving this problem, instead we can use Workflow action. Created a workflow with type=”Transaction” and Subtype=”Purchase Order” 2. In state 1 , create a new action named “Set Field Display… Continue reading Hide a Field in Purchase Order