Overview
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).
Enabling the Functionality
To enforce Pack Quantity rules at the global level:
- Login to the CMS.
- Navigate to Settings → Settings.
- Select the Orders tab.
- On the Current Order Display tab, tick the setting 'Force Orders Lines in Pack Quantities'.
- Click 'Update' to save changes.
If you wish to enforce Pack Quantity rules for a particular role only:
- Login to the CMS.
- Navigate to Users→ Roles.
- Select the required role via radio button. The page will reload to display details for the selected role.
- Select the Functions tab.
- Click 'Modify'.
- Tick the setting 'Force Pack Quantity on Order Entry'.
- Click 'OK' to save changes.
- Repeat as needed for other roles.
The Global setting will be overridden by the Role where the two settings differ.
Once the system setting has been enabled, BPD communicates with your ERP to validate the pack quantity on products.
Updating Widget Options
Throughout your BPD site, there are several ways for customers to add items to the cart. You may wish to update the option on some of the following widgets, to specify that the quantity +/- buttons change quantities in pack multiples.
Your site may use only a few of these widgets, or many. The option to "Increase Quantities In Pack Qty" is present on all of them; feel free to update as required. The customer will still be notified at checkout if they are not meeting a pack requirement for a product in their cart.
- Order Lines Widget - for products in the cart.
- Product Item Widget - for product lists using non-zoned layout. Find this widget on the Product List Item template.
- Product List Qty Box Widget - for product lists using zoned layout. Find this widget on the Product List Item Zoned template.
- Product Purchase Details Widget - for the quantity input box on the Product Detail page.
- Order Templates Widget - for the products in an Order Template.
- Product Attribute List Widget - for products with style/colour/size options. Find this widget on the Product Detail template.
- Product List Attribute List Widget - for products with style/colour/size options. Find this widget on the Product List Item Zoned template.
- Product Attribute Grid Widget - for products with style/colour/size options. Find this widget on the Product Detail and/or Product List Item Zoned templates.
- Product Compare Widget - for comparing multiple products and adding to cart from the comparison grid.
- Recently Viewed Products Widget - for products the customer has viewed recently, often displayed at the bottom of the Product Detail page.
- Orders Approval Widget - for B2B customers who approve orders for others in their organisation.
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