B2B Customer Attribute in Customer card
In eXconnect, we have provided 2 ways as an option to determine b2b customers.
By Document - All backoffice invoices (INVOICE, INVWAYBILL, Tax Invoice) will be treated as B2B invoices
By Customer Attribute - If you select this option any customer who has a attribute isB2BCsutomer set as Yes will be treated as a B2B Customer
To add the isB2B customer dropdown attribute to the customer card in Erply Backoffice. Add the following script to the plugin section.
- // eXconnect B2B customer flag START
- $(document).ready(function () {
- var script_exconnect_b2b = document.createElement("script");
- script_exconnect_b2b.src = "https://erpplugins.s3-ap-southeast-2.amazonaws.com/exconnect/b2bcustomer-flag-bo.js?_t=" + Date.now(), document.getElementsByTagName("head")[0].appendChild(script_exconnect_b2b)
- });
- // eXconnect B2B customer flag END
Once this is added you should see the option in your left hand options on the customer card.
Related Articles
How does Payment Uploading - Synchronisation work
How does Payment Uploading / Synchronisation work? Credit Card and Direct Debit payments that are approved and made from the Pay Now button are always posted directly against the matching invoice. BPAY payments will be uploaded to Xero and applied to ...
ERPLY and Xero Overpayment document
ERPLY to Xero Overpayment processing: Create invoice in ERPLY: *Select Customer and update the information on the invoice. *Select the location to invoice for. *Select products and add to the invoice with the quantity. Press confirm the Invoice to ...
About eXconnect
The Erply-Xero integration is a link between your Erply account and your Xero account; simplifying your accounting by automatically sending payments, prepayments, invoices, purchase documents, customers, suppliers, CoGs from Erply to your Xero ...
Create a new Erply Account
Creating Erply account step by step: Go to https://login.erply.com/ Click “Sign Up” A page will open where you can create a new account. You can select either "Full Account" or "Demo account". There are different example ...
Before You Integrate with Xero - FAQ
Before You Integrate with Xero eXconnect & Xero Integration Connecting eXconnect to your Xero account is a powerful and flexible way to manage your invoices, customers and bills. With eXconnect and Xero integration you can: Synchronise and merge your ...