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.
Configure Company Template Options
An order template can be saved as a user or company template. A user template can only be accessed, edited and used by the template creator. A company template can be accessed by all users on the same Customer Code (if they have a Role that allows Order Template access). In the Saved Order Templates list, the Template Type is specified.
One of two usage options for Company Templates must be configured for each Customer user.
| OPTION 1 | OPTION 2 |
|---|---|
User can create, view and use company templates. User can delete a company template only if they created it. User cannot save changes to company templates. | User can create, view, use and save changes to company templates. User can delete any company template. |
To allow an order template to be saveable as a Company Template, at a minimum, the "Allow Creation of Company Order Templates" must be enabled on a Customer and User Customer records. For both options: This completes configuration for OPTION 1. For Option 2, the "Allow Modify Company Templates" must be enabled on the User record. For Option 2, there is one more setting.
This completes configuration for OPTION 2. | |
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 and manage order templates themselves. For user assistance on order templates, see: Order Templates.
Edit Template Options & Text Displayed to User
The Order Template page template displays order template styling and options to the user. You can edit the widgets that control these features:
- Order Templates Widget
- Order Template Note Widget
- Order Template Sequence Widget
- Order Template Cost Centre Widget (if cost centres are used)
- Add Product to Order Template Widget (optional)
Order Template page
General template options are rendered by the Order Templates Widget.
- In the CMS, go to: Content → Content → Pages & Templates → Orders → Order Templates Page.
- Click Edit for Order Templates Page.
- In the template, click Edit next to Order Templates.
Order Line Display, Notes and Sequencing
Order Line level options and display option are rendered by the Order Templates Line Info template.
- In the CMS, go to: Content → Content → Pages & Templates → Orders → Order Template Lines Info.
- Click Edit next to Order Template Lines Info.
- In the template, click Edit next to the relevant widget.
- Edit labels and text - Order Line Description
- Edit Product Code display - Order Line Product Code
- Add/remove Cost Centre field - Order Template Cost Centre
- Allow resequencing of product lines - Order Template Sequence
- Provide/remove the Notes field - Order Template Notes
Related help
