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Overview
Par Value (Vendor Managed Inventory (VMI)) Order Templates are linked to Customer accounts and contain lists of products with pre-set optimal ('par value') inventory quantities. When a customer user creates an order, they can access a par value template to easily determine optimal or maximum order quantity. They enter the current stock quantity and when the template is added to cart, the system will calculate order quantities by subtracting current stock quantities from the par values. Templates are prepared csv files uploaded onto the website by administrators. Uploaded templates can be edited online . Customer users can access to them via the VMI Template page (separate from their standard Order Templates)through Template Maintenance.
Here is an example of a VMI Template a user accesses. Each template contains product lines, as well as space for associated notes. A product line displays a Par Quantity, as well as a Current Count (quantity on hand) input field. When copying items from a par value template to the current order, the system calculates the quantity to add by using the difference between the Par Quantity and Current Count.
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The following pages need to be added to the Administrator's menu in both the Website and CMS. See our guides Add a New Menu Item and Add a page to the CMS menu for instructions.
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Create
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an Order Template
Par value Order templates are csv files that have to be created. The first row of the CSV file will list the fields you need for the par value template. Each subsequent row contains a template. Some fields are mandatory.
Example
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To create a par value an order template, create a comma-delimited csv file with the following fields: ProntoSalesOrderLine.SolLineType, SoCustCode, SoCustReference, SoUserIdCode, CompanyTemplate, AllowTemplateBillTo, ProntoSalesOrderLine.StockCode, ProntoSalesOrderLine.SolOrderedQty Optional fields ProntoSalesOrderLine.CostCentreCode, ProntoSalesOrderLine.SolLineDescription, UserRoleWhenOrderTemplate |
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To create a whole order note line (instead of a product line), override the normal product line processing using the following format. They can also be used for inserting breaks or as headings in the template. Instead of a product (stock) line, enter the following: |
Import
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an Order Template
- In the CMS, navigate to Import Par Value Templates (or 'Import User Templates'). This will be located where it has been added on the navigation menu Orders → Order Templates.
- To upload the order template csv, click Choose File.
- Once the file is selected, to import the template, click Import Now.
Success and/or error messages will be displayed in the dialogue box on completion of the import.
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