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Par Value (Vendor Managed Inventory (VMI)) Order Templates allow administrators to import templates that have are linked to Customer accounts and contain lists of products with pre-set maximum or optimal ('par value' quantities of particular products that are regularly re-ordered) inventory quantities. When a user re-orders using customer user creates an order, they can access a par value template , they enter current stock quantities against the pre-set par values. The to easily determine optimal or maximum order quantity. They enter the current stock quantity and when the template is added to cart, the system will calculate order quantities by subtracting current stock quantities from the par value onesvalues.
Templates are prepared csv files uploaded onto the website by administrators. These are linked to Customer Codes, so users login and can access . Uploaded templates can be edited online. Customer users can access to them via the VMI Template page (separate from their standard Order Templates).
Here is an example of a VMI Template a user accesses. Each template contains product lines, as well as space for associated notes (e.g. 'Print Room Level 2'). Lines can be re-sequenced as needed.Each . A product line displays a Par Quantity, as well as a Current Count (quantity on hand) input field. When copying items from a par value template to your the current order, the system calculates the quantity to add by using the difference between the Par Quantity and Current Count.
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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.
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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..
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To create a par value template, create a comma-delimited csv file with the following fields: ProntoSalesOrderLine.SolLineType, SoCustCode, SoCustReference, SoUserIdCode, CompanyTemplate, AllowTemplateBillTo, ProntoSalesOrderLine.StockCode, ProntoSalesOrderLine.SolOrderedQty Optional fields ProntoSalesOrderLine.CostCentreCode, ProntoSalesOrderLine.SolLineDescription, UserRoleWhenOrderTemplate |
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 |
| Product code | |
| ProntoSalesOrderLine.SolOrderedQty | Default Quantity |
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Optional fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.CostCentreCode | Cost centre |
| ProntoSalesOrderLine.SolLineDescription | Product note |
| UserRoleWhenOrderTemplate | Role name. Enter an existing role or |
| 'None'. |
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To add create a whole order note linesline (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: |
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There are actually two file formats accepted by the import program. The format shown above will include a note input area within each product line. However, some organisations prefer the note lines to be separate to the product lines. To acheive achieve this, simply add a column at the start of the file for ProntoSalesOrderLine.SoILineType (N for Note line, S for Stock line). |
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- In the CMS. navigate to Par Value Template Maintenance.
- Enter the Customer Code you wish to edit templates for, then click Search.
- Select the required customer via radio button. The list of templates for that customer will load.
- Click View against the required template.
- Edit the template as needed. You can edit par quantities, resequence product order, delete products and add other products.
- Click Save Template Changes at the bottom of the grid.
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- In the CMS, navigate to Advanced Content → Resources.
- Search for and select the radio button next to the resource code rcImportTemplatesCSVFieldsInstructionsParValueMode.
- Click Modify.
- Edit Resource Value.
- To save changes, click OK.
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