Matching data with subjects and orders

Studio

Commerce

Matching Orders within Commerce

At this stage, we have had orders that weren't assigned to a subject, so we went into Studio to upload the subjects and the images. The next step will be to match these orders to a subject. It can take some time for this to populate and will depend on the amount of nodes as well as the quantity of orders that are matched. Overall, the process is relatively quick and definitely quicker than if this is done by a human fulfilling orders manually outside the system. 

1. Locate the Session in the Client & Sessions > Sessions area and click on the session name.
2. Click on the Orders tab. 
3. Click on the gray Match Subjects button on the top right of the screen.
4. Review the blue box that appears at the top, as this will show the rules the system applies. 
5. Tick all the subjects that the system suggested and check that they are correct. 
6. Use the Approve all button on the bottom. 

IMPORTANT: Anytime a match isn't exact, the system will try to match on "partial equality" as we look character by character for a match. For example, "Ni" is contained within "Plebani" and "Gabriel" is contained within "Gabriella". If no match can be found even partially it will be left unmatched.
The matching screen for approving is your opportunity to check matches are correct and approve incase some need fixing.
This can be exacerbated if you have mapped a lot of subject fields and the parents aren't filling out the details properly; more opportunities for mistakes and you'll get less matches. The most common field mappings we see for best results are:

• First name

• Last name

• Drop down menu for grade (using a text field risks customers writing "six" instead of what you had mapped, "6")

This is how the above would be configured in the form settings:

And below is how these mappings are shown as the customer enters the shopping cart:

Quick Tips: Read more about forms and mapping functionality in this article.