Ability to open a new order page with prepopulated data
ManavAggarwal
Member Posts: 5
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
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3 comments
Hey @ManavAggarwal,
When you say new order do you mean a sale or purchase order?
Kind Regards,
Adrian Samuel
Integrations & Solutions Developer - Strategic Solutions
Lightspeed HQ
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.
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
Integrations & Solutions Developer - Strategic Solutions
Lightspeed HQ