...
| Note | ||||
|---|---|---|---|---|
| ||||
The following pages need to be added to the Administrator's menu in both the Website and CMS. See our guides Add a New Menu Item and Add a page to the CMS menu for instructions.
|
Create a Par Value Template
Par value templates are in csv files that have to be created. The first row of the CSV file will list the fields you need for the par value template. Each subsequent row contains a template. Some fields are mandatory and others, optional.
Mandatory fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.SolLineType | Line type. 'S' = Stock |
| 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 | Productcode |
| ProntoSalesOrderLine.SolOrderedQty | Default Quantity |
Optional fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.CostCentreCode | Cost centre |
| ProntoSalesOrderLine.SolLineDescription | Product note |
| UserRoleWhenOrderTemplate | Role name. Enter an existing or or 'None'. |
| Info | ||
|---|---|---|
| ||
To add whole order note lines, 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: |
Import a Par Value Template
...
- In the CMS, navigate to Import Par Value Templates (or 'Import User Templates'). This will be located where they have it has been added on the navigation menu.
- To browse to upload the order template csv, click 'Choose File'.
- Once the file is selected, to import the template, click Import Now.
Success and/or error messages will be displayed in the dialogue box on completion of the import.
...