Set up Order Templates
This step may have been implemented by Commerce Vision. If you can see the 'Template Maintenance' and 'Order Templates' menu items, go to Create an Order Template.
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The following These two pages need to be added as an Administrator's menu item on your website and in the CMS. Add to the website first, then in the CMS. For instructions, see: Add a New Menu Item and Add a page to the CMS menu.
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Once these the pages are added, you can access Template Maintenance on the CMS navigation menu. You can also access it while logged into the website. NOTE - The locations of these menu items will depend on where they have been added. In the example, they have been added to the 'E-Commerce' submenu in the CMS.
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Create an Order Template
Order templates are csv files that have At the backend, an order template is a csv file that has to be created. The first row of the CSV file will list the fields you need contain the field names needed for the template. Each subsequent additional row contains a product data, e.g.,product, quantity, user, customer, etc, for the reorder template. Some fields are mandatory. You can download this template with all mandatory fields and add data rows as needed:
View file name Order_Template_1.csv height 250
Example
This is an example with all mandatory fields and two rows of data.
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Mandatory fields ProntoSalesOrderLine.SolLineType, SoCustCode, SoCustReference, SoUserIdCode, CompanyTemplate, AllowTemplateBillTo, ProntoSalesOrderLine.StockCode, ProntoSalesOrderLine.SolOrderedQty Optional fields ProntoSalesOrderLine.CostCentreCode, ProntoSalesOrderLine.SolLineDescription, UserRoleWhenOrderTemplate Field Descriptions:
Optional fields:
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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 an Order Template
You must have the order template ready for upload.
- In the CMS, navigate to Orders → Order Templates. (NOTE - 'Order Templates' may have been named something else, e.g., 'Import Templates'.)
- To upload the order template csv file, click Choose File.
- At the bottom of the page, select either New/Replace existing template (default) or Append to existing template. 'New/replace' will overwrite a template with the same name. 'Append' will add any new rows to the existing file.
- Click Import Now.
Success and/or error messages will be displayed in the box on completion of the import. NOTE - Upload can also be partially successful. Just check 'Successfully Inserted' for the number of lines added and skipped.
Successful
Unsuccessful
Maintain an Order Template
Once a template has been uploaded, a template can be edited in the CMS or on your website. NOTE - Users with access to a template can also edit it through their Dashboard menu.
- In the CMS. go to Orders → Template Maintenance.
- Enter the Customer Code you wish to view/edit templates for, then click Search. TIP - To display all templates on your website, just click Search without entering anything.
- To select a customer, click its radio button.
- The list of templates for that customer account will load. Click View next to the required template.
- Edit the template as needed. You can edit quantities, resequence product order, delete products and add other products.
- You can also update the template to display the latest prices for listed products. To update prices, click 'Click Here'.
- Click Save Template Changes at the bottom of the grid.
Anchor company company
Configure Company Template Options
An order template can be saved as a user or company template. A user template can only be accessed, edited and used by the template creator. A company template can be accessed by all users on the same Customer Code (if they have a Role that allows Order Template access). In the Saved Order Templates list, the Template Type is specified.
One of two usage options for Company Templates must be configured for each Customer user.
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User can create, view and use company templates. User can delete a company template only if they created it. User cannot save changes to company templates. | User can create, view, use and save changes to company templates. User can delete any company template. | ||||
For both options: This completes configuration for OPTION 1.
For Option 2, there is one more setting.
This completes configuration for OPTION 2. |
Allow user access to order templates
To allow the end user access to Order Templates, the page 'OrderTemplates.aspx' must be added to their Role's Dashboard menu. See: Add a menu item. NOTE - Users with access to this functionality can also create and manage order templates themselves. For user assistance on order templates, see: Order Templates.
Edit Template Options & Text Displayed to User
The Order Template page template displays order template styling and options to the user. You can edit the widgets that control these features:
- Order Templates Widget
- Order Template Note Widget
- Order Template Sequence Widget
- Order Template Cost Centre Widget (if cost centres are used)
- Add Product to Order Template Widget (optional)
Order Template page
General template options are rendered by the Order Templates Widget.
- In the CMS, go to: Content → Content → Pages & Templates → Orders → Order Templates Page.
- Click Edit for Order Templates Page.
- In the template, click Edit next to Order Templates.
Order Line Display, Notes and Sequencing
Order Line level options and display option are rendered by the Order Templates Line Info template.
- In the CMS, go to: Content → Content → Pages & Templates → Orders → Order Template Lines Info.
- Click Edit next to Order Template Lines Info.
- In the template, click Edit next to the relevant widget.
Which widget?
- Edit labels and text - Order Line Description
- Edit Product Code display options, e.g., make code a hyperlink, show APN instead of Product Code, display Code as prefix - Order Line Product Code
- Add/remove Cost Centre field - Order Template Cost Centre
- Allow resequencing of product lines - Order Template Sequence
- Provide/remove the Notes field - Order Template Notes
Related help
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