Ability to open a new order page with prepopulated data

ManavAggarwalManavAggarwal Member Posts: 5
edited September 27 in Development

Hi,


We are working on a solution to integrate salesforce with lightspeed. Part of this is to have the ability to be able to open a new order (in Edit Mode) in lightspeed with the customer info and the order items pre-populated.

Is there a way with the current API abilities to achieve this?

Post edited by ManavAggarwal on

3 comments

  • Adrian SamuelAdrian Samuel Moderator, Lightspeed Staff Posts: 572 moderator

    Hey @ManavAggarwal,

    When you say new order do you mean a sale or purchase order?


    Kind Regards,

    Adrian Samuel

    API Integrations Consultant - Strategic Solutions

    Lightspeed HQ

  • ManavAggarwalManavAggarwal Member Posts: 5
    edited September 30

    Hi @Adrian Samuel ,


    Yes. A new purchase order where I will have the order details and each of the products the consumer is going to buy.

    Post edited by ManavAggarwal on
  • Adrian SamuelAdrian Samuel Moderator, Lightspeed Staff Posts: 572 moderator

    Hey @Manager,

    Purchase Orders aren't associated to customers but rather to shop locations in Lightspeed.

    There is a special order section in Lightspeed that implicitly associates a special order to a Customer so when the Order, comes in, you can see the status of the given order at completion or not.

    However special orders can't be assigned via the API.

    As a solution you could create a special order and auto-populate it via Salesforce using the Order API Endpoint but you would likely need a separate app with a user-interface to tell you which order is associated to which customer and for you to search through them effectively

    Adrian Samuel

    API Integrations Consultant - Strategic Solutions

    Lightspeed HQ

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