Overview
Order Templates are used (primarily) by B2B users to save frequently ordered products. For example, a monthly stationery order can be saved as a template for easy re-ordering. Order Templates can even be shared across companies, so that all users attached to the Customer Code have access. Traditionally, to add a product to an Order Template, it would first be added to the cart. Once in the cart, the user could then add the product to an order template.
From version 3.88+, the Add to Template function can be implemented on the Product Detail page, allowing the user to add a product to a template and keep browsing. This saves on page loads and prevents the user being redirected to the cart before they're ready.
Step-by-step guide
To Add the Widget to the Product Detail Page:
- Login to the CMS.
- Navigate to Content --> Standard Pages.
- Select the Product Detail template.
- Add the Add Product To Order Template widget to the appropriate zone based on your site design (we chose zone Main Right).
Edit the widget and set the Layer to the appropriate audience (to keep it from appearing to public users):
- Authenticated - ensures the widget only displays for logged in users.
- B2B - ensures the widget only displays to users on a B2B role
- Edit other widget options if required.
- Click 'Save'.
The 'Add to Order Template' button will now render on the product detail page for the appropriate users.
When a user clicks the 'Add to Order Template' button, a modal window launches, allowing the user to either create a new template, or append to an existing template.
The user can also edit the quantity and specify company template access in this interface.
If the 'Remember My Template' option is enabled in the widget, the user's most recently selected template will be remembered as they browse.
This means that when they next click the 'Add to Order Template' button, the template name will be pre-filled and the action will default to 'Append'.
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