This feature requires implementation by Commerce Vision.
Overview
Order templates are created from prepared csv files uploaded to the website by administrators. They contain lists of products regularly reordered by either a Customer account or user. The user can easily edit the products required and copy them to their shopping cart. If linked to a Customer account, users on that account can access an order template if their Role has ordering rights. Otherwise, it is accessible only by the named user(s). Template Maintenance provides CMS/Website Administrators access to all templates that have been uploaded. They can be viewed, edited and deleted here. (NOTE - Users can also edit and remove templates they have access to. See: Order Templates.)
Example
Here is an example of an order template. The template looks similar to what might be viewed in the cart. However, it contains saved order lines of selected products, each with a set reorder quantity, last checked price, any system discount, and calculated GST. Depending on how a template has been set up, other fields such as for cost centre information and notes may also be available.
On this page:
Set up Order Templates
Once these pages are added, you can access Template Maintenance on the CMS navigation menu. You can also access it on the Administrator's website menu. NOTE - The location of this menu item will depend on where it has been added.
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, product information 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 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.
Related help
