Overview
Customer Self Service allows for your ERP pack quantities to be enforced during order entry and checkout. Have you got products on your site that need to be sold in packs? For example, if product XYZ has an ERP a Pack Quantity of 4 , the user must in your ERP, so you'd like your customers to order that product in multiples of 4 only (4, 8, 12, and so on).
Enabling the Functionality
To enforce Pack Quantities at the global (site-wide) level:
- Login to the CMS.
- Navigate to Settings → Settings.
- Select the Orders tab.
- On the Current Order Display tab, tick the setting 'Force Orders Lines in Pack Quantities'.
- Click 'Update' to save changes.
If you wish to enforce Pack Quantities for a particular role only:
- Login to the CMS.
- Navigate to Users→ Roles.
- Select the required role via radio button. The page will reload to display details for the selected role.
- Select the Functions tab.
- Click 'Modify'.
- Tick the setting 'Force Pack Quantity on Order Entry'.
- Click 'OK' to save changes.
- Repeat as needed for other roles.
Tip The Global setting will be overridden by the Role where the two settings differ.
Once the system setting has been enabled, BPD communicates with your ERP to validate the pack quantity on products.
Updating Widget Options
Throughout Luckily, Customer Self Service has a feature where you can require users to order in ERP pack quantities. This can be enforced when the product is added to cart, when a cart quantity is updated, and again at checkout.
This is done at the widget level, as outlined below.
Updating Widget Options (BPD)
On your BPD site, there are several ways for places where customers to might add items to the cart. You may wish to update the option on some of the following widgets, to specify that the quantity +/- buttons change quantities in pack multiples:
- in a list of search results
- on a product detail page
- in an order template
- on the Favourites page
Below is a list of widgets which cover these scenarios. All contain an option to "Increase Quantities In Pack Qty".
Your site may use only a few of these widgets, or many. The option to "Increase Quantities In Pack Qty" is present on all of them; feel free to update as required. The customer will still be notified at checkout if they are not meeting a pack requirement for a product in their cart We suggest you update them on your Stage site and test the effect it has.
| Widget name |
|---|
| Scenario | Where you'll find it | |
|---|---|---|
| Order Lines Widget | Products in the cart | Cart Template |
| Product Item Widget | Product lists (non-zoned layout) | Product List Item Template |
| Product List Qty Box Widget | Product lists (zoned layout) | Product List Item Zoned Template |
| Product Purchase Details Widget | Product detail page | Product Detail Template |
| Order Templates Widget | Products in an order template | Order Templates Page Template |
| Product Attribute List Widget | Product detail page
| Product Detail Template |
| Product Attribute Grid Widget | Product lists (zoned layout) and/or Product detail page
| Product Detail Template Product List Item Zoned Template |
| Product Item Widget | Product lists (non-zoned layout)
| Product List Item Template |
| Product List Attribute List Widget | Product lists (zoned layout)
| Product List Item Zoned Template |
| Product Compare Widget | Product compare pop-up window, where the customer can evaluate multiple products against one another | Theme Layout Template |
| Recently Viewed Products Widget | Products the customer has viewed recently, often displayed at the bottom/side of a Product detail page | Product Detail Template |
| Orders Approval Widget | For B2B customers who approve orders for others in their organisation. | Process Orders Approval Page Template |
| Tip | ||
|---|---|---|
| ||
If you'd like to enforce pack quantity ordering for one role but not another, considering adding the widget to the template twice, then using Layers to target the required role. In the example below, I've added the Product List Qty Box Widget x 2 to my Product List Item Zoned template. One is for B2B, and the other for B2C.
I've ticked 'Increase Quantities In Pack Qty' only on the B2B widget.
|
Enabling the Functionality (Classic sites)
If you're not yet on our BPD framework, you won't have any widgets to update. In that case, you'll need to turn the functionality on at the global level. You can then override it at the role level if need be.
To enforce pack quantity at the global (site-wide) level:
- In the CMS, navigate to Settings → Settings.
- Select the Orders tab.
- On the Current Order Display tab, tick 'Force Orders Lines in Pack Quantities'.
- Click 'Update' to save.
You may wish to override this setting for particular roles. For example, you might allow B2C users to order in any quantity, but require pack quantities on B2B orders.
Once the global setting is on, you can override it at the role level as follows:
- In the CMS, navigate to Users → Role Management.
- Select the role you wish to edit. The page will instantly reload to display details for that role.
- Select the Functions tab.
- Click 'Modify'.
- Find the setting 'Force Pack Quantity on Order Entry' - set to Yes/No as required.
- Click 'OK' to save.
- Repeat as needed for other roles on your site
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