{"id":16388,"date":"2018-10-04T09:08:55","date_gmt":"2018-10-04T09:08:55","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=16388"},"modified":"2018-10-17T14:01:37","modified_gmt":"2018-10-17T14:01:37","slug":"4-26-how-to-prepare-special-menu-for-customers","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/4-26-how-to-prepare-special-menu-for-customers\/","title":{"rendered":"4.26. How to Prepare Special Menu for Customers?"},"content":{"rendered":"

In this document, it will be explained how to prepare special menus for customers.<\/p>\n

1. Adding Custom Field and Customer Information<\/strong><\/span><\/p>\n

1.1. Adding Custom Field<\/strong><\/p>\n

Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields Section ><\/strong>\u00a0here click on Add Custom Field<\/strong> and configure settings as shown in below image.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.2. Adding Customer Information<\/strong><\/p>\n

Main Menu > Manage > Entities > Entities > <\/strong>here, double click on name of related customer and select Related Menu<\/strong> and Customer Code <\/strong>information.<\/p>\n

\"\"<\/p>\n

 <\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

IMPORTANT NOTE:<\/strong><\/p>\n

In the example, Customer Code starts with letter A in order to make the related Rule work properly. You can select that according to your wish but you have to use the same phrase in the Custom Constraint section of related rule.<\/strong><\/p>\n

 <\/p>\n

2. Adding Actions<\/strong><\/span><\/p>\n

2.1. Change Menu Action<\/strong><\/p>\n

Main Menu > Manage > Automation > Actions > <\/strong>here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0SP-Change Menu<\/p>\n

Action Type:<\/strong> Change Screen Menu<\/p>\n

Parameters:<\/strong><\/p>\n

Screen Menu Name:<\/strong> [:Menu Name]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.2. Refresh Ticket Action<\/strong><\/p>\n

Main Menu > Manage > Automation > Actions > <\/strong>here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> SP-Refresh Ticket<\/p>\n

Action Type:<\/strong>\u00a0Display Ticket<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.3. Select Customer Action<\/strong><\/p>\n

Main Menu > Manage > Automation > Actions > <\/strong>here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0SM-Select Customer<\/p>\n

Action Type:<\/strong> Change Ticket Entity<\/p>\n

Parameters:<\/strong><\/p>\n

Can Creat Ticket:<\/strong> True<\/p>\n

Entity Type Name:<\/strong> Customers<\/p>\n

Entity Search Value:<\/strong> [:Numberpad]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3. Adding Rules<\/strong><\/span><\/p>\n

3.1. Selecting Customer Rule<\/strong><\/p>\n

Main Menu > Manage > Automation > Rules > <\/strong>here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:\u00a0<\/strong>SM-Customer Selected<\/p>\n

Event Name:<\/strong> Ticket Entity Changed<\/p>\n

Execute rule If: Matches<\/strong><\/p>\n

Actions:<\/strong><\/p>\n

Action-1: Change Entity State (Already existing action)<\/strong><\/p>\n

Status:<\/strong> {ENTITY DATA:Customers:Name}<\/p>\n

Action-2: SM-Refresh Ticket<\/strong><\/p>\n

Action-3: SM-Change Menu<\/strong><\/p>\n

Menu Name: <\/strong>{ENTITY DATA:Customers:Menu}<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.2. Search Customer Rule<\/strong><\/p>\n

Main Menu > Manage > Automation > Rules > <\/strong>here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong>\u00a0SM-Search Customer<\/p>\n

Event Name:<\/strong>\u00a0Numberpad Value Entered<\/p>\n

Execute Rule If: <\/strong>Matches<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Numberpad Value|Starts|A<\/p>\n

Actions:<\/strong><\/p>\n

Action-1: <\/strong>SM-Select Customer<\/p>\n

Numberpad: <\/strong>[:NumberpadValue]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n","protected":false},"excerpt":{"rendered":"

In this document, it will be explained how to prepare special menus for customers. 1. Adding Custom Field and Customer Information 1.1. Adding Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields Section >\u00a0here click on Add Custom Field and configure settings as shown in below image. After […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-16388","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=16388"}],"version-history":[{"count":5,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16388\/revisions"}],"predecessor-version":[{"id":16685,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16388\/revisions\/16685"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=16388"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=16388"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=16388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}