This feature requires consultation with Commerce Vision.
Overview
Templates are prepared csv files uploaded onto the website by administrators. They contain lists of products that a customer user might regularly reorder. Once uploaded, templates can be edited online here.
Here is an example of an order template. Each template contains product lines, as well as space for associated cost centre (if used) and notes. A product line displays the price, any system discount and reorder quantity. The user can copy items from a template to their cart.
On this page:
Set up Order Templates
Create an Order Template
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 template. Each subsequent row contains a product for reorder. Some fields are mandatory.
Example
Mandatory fields
To create 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
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'. |
Adding Whole Order Note Lines
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:
Line Type [ProntoSalesOrderLine.SolLineType] (Enter 'N'), Customer Code [SoCustCode], Template name [SoCustReference], User name [SoUserIdCode], Product Note [ProntoSalesOrderLine.SolLineDescription]
Import an Order Template
- In the CMS, navigate to 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.
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 achieve this, simply add a column at the start of the file for ProntoSalesOrderLine.SoILineType (N for Note line, S for Stock line).
Maintain an Order Template
Once a template has been uploaded, it can be edited in the CMS.
- In the CMS. go to Orders → Template Maintenance.
- Enter the Customer Code you wish to edit templates for, then click Search.
- Select the customer by clicking its radio button.
- The list of templates for that customer account will load. Click View against 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.
Allow user access to order templates
To allow the end user access to Order Templates, you will need to add the page 'OrderTemplates.aspx' to their role's menu. When access is granted, Order Templates is a Dashboard menu item.
For user assistance on using order templates, see: Order Templates.
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