This feature requires implementation by Commerce Vision.
Overview
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.)
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).
Example
Here is an example of an order template. The template looks similar to the shopping cart page. However, it contains saved order lines of selected products, each with a set reorder quantity, last checked price, and any system discount. Depending on how a template has been set up, other fields such as for cost centre information and notes, may also be included.
On this page:
Set up Order Templates
This step may have been implemented by Commerce Vision. If you can see the 'Template Maintenance' and 'Order Templates' menu items, go to Create an Order Template.
Once these pages are added, you can access Template Maintenance on the CMS navigation menu. You can also access it while logged into the website. NOTE - The locations of these menu items will depend on where they have been added. In the example, they have been added to the E-Commerce submenu in the CMS.
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 the reorder template. Some fields are mandatory. You can download this template with all mandatory fields and add data rows as needed:
Example
This is an example with all mandatory fields and two rows of data.
Field Information
Mandatory fields
ProntoSalesOrderLine.SolLineType, SoCustCode, SoCustReference, SoUserIdCode, CompanyTemplate, AllowTemplateBillTo, ProntoSalesOrderLine.StockCode, ProntoSalesOrderLine.SolOrderedQty
Optional fields
ProntoSalesOrderLine.CostCentreCode, ProntoSalesOrderLine.SolLineDescription, UserRoleWhenOrderTemplate
Field Descriptions:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.SolLineType | Line type. 'S' = Stock; 'N' = Note |
| 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'. This limits access to the User only if they have Roles named here. |
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
You must have the order template ready for upload.
- In the CMS, navigate to Orders → Order Templates. (NOTE - 'Order Templates' may have been named something else, e.g., 'Import Templates'.)
- To upload the order template csv file, click Choose File.
- At the bottom of the page, select either New/Replace existing template (default) or Append to existing template. 'New/replace' will overwrite a template with the same name. 'Append' will add any new rows to the existing file.
- Click Import Now.
Success and/or error messages will be displayed in the box on completion of the import. NOTE - Upload can also be partially successful. Just check 'Successfully Inserted' for the number of lines added and skipped.
Successful
Unsuccessful
Maintain an Order Template
Once a template has been uploaded, a template 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 view/edit templates for, then click Search. TIP - To display all templates on your website, just click Search without entering anything.
- To select a customer, click its radio button.
- The list of templates for that customer account will load. Click View next to 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, the page 'OrderTemplates.aspx' must be added to their Role's Dashboard menu. See: Add a menu item. NOTE - Users with access to this functionality can also create order templates themselves.
For user assistance on order templates, see: Order Templates.
Related help
