...
Par Value (Vendor Managed Inventory (VMI)) Order Templates allow administrators to import to their websites Customer account-linked templates that have are linked to Customer accounts and contain lists of products with pre-set optimal ('par value') inventory quantities. When a valid customer user creates an order, they can use access a par value template to easily determine optimal or maximum order quantity. They enter the current stock quantities, 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. Templates Uploaded templates can be edited online. They are linked to Customer Codes, with valid users given can access to them via the VMI Template page (separate from their standard Order Templates).
...
| Note | ||||
|---|---|---|---|---|
| ||||
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.
|
...
| Info | ||
|---|---|---|
| ||
To create a par value 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 |
Mandatory fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.SolLineType | Line type. 'S' = Stock |
| SoCustCode | Customer Code this template is for |
| SoCustReference | Template name |
| SoUserIdCode | User ID |
| CompanyTemplate | 'Y' or 'N'. |
| AllowTemplateBillTo | Allow bill to? Enter 'Y' or 'N'. |
| ProntoSalesOrderLine.StockCode | Product code |
| ProntoSalesOrderLine.SolOrderedQty | Default Quantity |
Optional fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.CostCentreCode | Cost centre |
| ProntoSalesOrderLine.SolLineDescription | Product note |
| UserRoleWhenOrderTemplate | Role name. Enter an existing role or 'None'. |
| Info | ||
|---|---|---|
| ||
To add create a whole order note linesline (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: |
...
| Tip |
|---|
There are actually two file formats accepted by the import program. The format shown above will include a note input area within each product line. However, some organisations prefer the note lines to be separate to the product lines. To acheive achieve this, simply add a column at the start of the file for ProntoSalesOrderLine.SoILineType (N for Note line, S for Stock line). |
...
- In the CMS, navigate to Advanced Content → Resources.
- Search for and select the radio button next to the resource code rcImportTemplatesCSVFieldsInstructionsParValueMode.
- Click Modify.
- Edit Resource Value.
- To save changes, click OK.
Related help
| Content by Label | ||||||||
|---|---|---|---|---|---|---|---|---|
|