Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Table of Contents

Overview

Info

Implementing this feature requires consultation with Commerce Vision.


Table of Contents

Overview

Par Value (Vendor Managed Inventory (VMI)) Order Templates allow administrators to import templates that have pre-set maximum or 'par value' quantities of particular products that are regularly re-ordered. When a user re-orders using a par value template, they enter current stock quantities against the pre-set par values. The system will calculate order quantities by subtracting current stock quantities from par value ones. Templates are prepared csv files uploaded by administrators. These are linked to Customer Codes, so users login and can access them via the VMI Template page (separate from their standard Order Templates). 

...

  1. In the CMS. navigate to Par Value Template Maintenance.

  2. Enter the Customer Code you wish to edit templates for, then click Search.
     
  3. Select the required customer via radio button. The list of templates for that customer will load. 
     
  4. Click View against the required template.

  5. Edit the template as needed.

  6. Click Save Template Changes at the bottom of the grid.
     


Allow user access to par value templates

To allow the end user access to VMI Par Value templates for the end user, 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

Edit the Par Value Quantity Column

...

Heading 

  1. In the CMS, navigate to Advanced Content → Resources.

  2. Search for and select the radio button next to the resource code rcParValueOrderQtyColHeadingOrderGrid.

  3. Click Modify.

  4. Edit Resource Value.

     
  5. To save changes, click OK.

Edit the Current Count Column Heading

...

  1. In the CMS, navigate to Advanced Content → Resources.

  2. Search for and select the radio button next to the resource code rcParValueCurrentCountColHeadingOrderGrid.

  3. Click Modify.

  4. Edit Resource Value.
  5. To save changes, click OK.

Edit the Par Value Order Template Import Instructions

...

  1. In the CMS, navigate to Advanced Content → Resources.

  2. Search for and select the radio button next to the resource code rcImportTemplatesCSVFieldsInstructionsParValueMode.

  3. Click Modify.

  4. Edit Resource Value.

     
  5. To save changes, click OK.

...