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Implementing this feature requires consultation with Commerce Vision. |
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Overview
Par Value (Vendor Managed Inventory (VMI)) Order Templates allow administrators to import csv files to create refill orders. Templates are linked to Customer Codes, so users login and can access these are linked to Customer accounts and contain lists of products with pre-set optimal ('par value') inventory quantities. When a customer user creates an order, they can access a par value template 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 values.
Templates are prepared csv files uploaded onto the website by administrators. 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 dragged and dropped by the user to re-sequence as needed.Each . A product line displays a Max Count valuePar Quantity, as well as a Current Count (quantity on hand) input field. Copying the lines When copying items from a par value template to your the current order looks at the Max Count vs the Current Count (quantity on hand), and orders the difference.
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, the system calculates the quantity to add by using the difference between the Par Quantity and Current Count.
Set up Refill Orders
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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 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.
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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 |
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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 |
Optional fields:
Field | Value |
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ProntoSalesOrderLine.CostCentreCode | Cost centre |
ProntoSalesOrderLine.SolLineDescription | Product note |
UserRoleWhenOrderTemplate | Role name. Enter an existing role or 'None'. |
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To create a whole order note line (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: |
Import a Par Value Template
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- In the CMS, navigate to ' Import Par Value Templates' (or 'Import User Templates'). This will be located where 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.
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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). You can download an example here. |
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Maintain a Par Value Template
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Once a par value template has been uploaded, it can be edited in the CMS.
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- In the CMS. navigate to Par Value Template Maintenance.
- Enter the Customer Code you wish to edit templates for and , 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 'Click Save Template Changes' at the bottom of the grid.
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Allow user access to par value templates
To allow the end user access to VMI Par Value
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templates, you will need to add the page 'OrderTemplates.aspx?ParValueOrderMode=true' to their role's menu. When access is granted, the user should see a link that takes them to Par Value Templates.
Customise Text
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Edit the
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Par Value Quantity Column
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Heading
- In the CMS, navigate to Advanced Content → Resources.
- Search for and select the radio button next to the resource code rcParValueOrderQtyColHeadingOrderGrid.
- Click Modify and enter in the title for the message box.
.- Edit Resource Value.
- To save changes, click OK.
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Edit the Current Count Column Heading
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- In the CMS, navigate to Advanced Content → Resources.
- Search for and select the radio button next to the resource code rcParValueCurrentCountColHeadingOrderGrid.
- To enter the message box title, click Click Modify.
- Edit Resource Value.
- To save changes, click OK.
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Edit the Par Value Order Template Import Instructions
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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.
- To enter the message box title, click Click Modify.
- Edit Resource Value.
- To save changes, click OK.
Related help
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