Overview
Customer Self Service allows for your ERP pack quantities to be enforced during order entry and checkout. For example, if product XYZ has an ERP Pack Quantity of 4, the user must 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.
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 your BPD site, there are several ways for customers to 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.
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.
| Widget name | Usage | 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 |
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