Assuming orders is required, the following 28 results were found.
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this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether. I had to break this down into several...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this function too often either for debugging/monitoring purposes but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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as option in advanced search: FUNCTIONALITY \components\com_search\views\search\view.html.php: // built select lists $orders = array(); $orders[] = JHtml::_('select.option', 'newest', JText::_('COM_SEARCH_NEWEST_FIRST')); $orders[] =...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created: 2025-01-30 (Joel Lipman) - Initial release Date Modified: ??? ??? More Information: Custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app needs information from additional apps installed on the Shopify store....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL rather than...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to attach it to a CRM record. This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho Books will create 3...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in r_ShopifyWebhooks.get("webhooks") { if(m_ThisWebhook.get("id") != null) { // // my app is the only one using the orders/updated webhook topic/trigger if(m_ThisWebhook.get("topic").equalsIgnoreCase("orders/updated")) { b_RestoreOrderUpdateWebhook =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if owner and get matching salesperson ID if(!isnull(r_SoDetails.get("Owner"))) { v_OwnerID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html
to attach these files to. So for example, if you have a mix of files that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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purposes v_Date = zoho.currentdate.subDay(v_Index).toString("yyyy-MM-dd"); info v_Date; // // set criteria of what shipment orders to retrieve m_Criteria = Map(); m_Criteria.put("date",v_Date); // // retrieve all shipment orders for that day from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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also try to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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by Zoho) // where p_OrderID is the shopify order ID v_Endpoint = v_ShopifyURL + "/admin/api/" + v_ShopifyApiVersion + "/orders/" + p_OrderID + ".json"; r_GetOrder = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; info r_GetOrder; Now...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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GDPR Privacy Policyhttps://joellipman.com/static-items/gdpr-privacy-policy.html
and its associates reserve the right to refuse service, terminate accounts, remove or edit content, or cancel orders in their sole discretion. Reviews, Comments, Emails, and Other Content Visitors may post reviews, comments, and other content and submit...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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this could get complicated if you had two dropdowns reading off the same list but needed to list elements in different orders. If you haven't made a dropdown list yet There's other instructions out there on the web but I thought I'd put what I did so...
- Type: Article
- Author: Joel Lipman
- Category: Infopath
- Language: *
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to access that bit of information Zoho is reluctantly letting you have (such as comment information for estimates/sales orders/invoices). There are some quietly documented scopes granting absolute access: ZohoBooks.fullaccess.all...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom fields in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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