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Shopify Customer Tagging for Wholesale Sync
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Configuring Shopify Customer Tags for RepSpark Wholesale Sync
Summary
Steps
Step 1: Open the Shopify customer record
Step 2: Add the required `wholesale` tag
Step 3: Add a sales rep tag
Step 4: Add a shipping tag
Step 5: Add a terms (payment terms) tag
Step 6: Save the customer and run the customer sync to RepSpark
Step 7: Create an order in RepSpark using the synced wholesale customer
Step 8: Verify auto-populated data and begin order entry