Customer Self Service allows for your ERP pack quantities to be enforced during order entry. For example, if product XYZ has an ERP Pack Quantity of 4, the user must order that product in multiples of 4 only (4, 8, 12, and so on).
To Force Pack Quantities, determine whether the setting should be applied as the default at the global level, or at the role level for a select group of users. The global setting will be overridden by the role setting if the two differ.
Step-by-step guide
To enforce pack quantity rules at the application level:
- Login to the site as an Administrator.
- Navigate to "Settings".
- Click on "Orders" tab.
- Ensure "Current Order Display" tab is shown.
- Locate setting labelled "Force Orders Lines in Pack Quantities"
- To enable the setting, tick the box.
- To disable the setting, untick the box
- Click the "Update" button at the bottom of the page to save changes.
To enforce pack quantity rules at the role level:
- Login to the site as an Administrator.
- Navigate to "Customers - Role Management".
- Locate the role to be updated in the table.
- Select the role via radio button. The page will reload to display role details.
- Navigate to "Functions" tab.
- Click "Modify".
- Locate setting labelled "Force Pack Quantity on Order Entry"
- To enable the setting, select 'Yes' radio button
- To disable the setting, select 'No' radio button
- Click "OK" at the top of the tab to save changes.
- Locate other roles to be updated via the "Search" tab or use the "<Prev Next>" links at the top of the "Functions" tab.
- Repeat steps 6-8 as needed.
Intended Audience: System Administrators
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