Templates are used to pre-define items that a Customer orders on a regular basis. They are also used to set pricing rules.
Pre-Requisites
- Customers
- Items
- Optional: Markets Sources
- Optional: Market Types
- Optional: Market Regions
- Optional: Market Formulas
- Optional: Price Groups
Creating Order Templates
Header Filters
Access the Orders module. Click Maintenance.
...
. Or click the Search Ellipses button to the right to search for existing templates.
Price Group:
. Price Group was created to group a list of customers under a Super Customer, or a list of customers for different pricing categories.
...
Pricing Method: There are 3 types of pricing method: Market, Fixed, Price Basis.
To Use Price Basis Basis Code:
Specify the Price Basis Code that this item is set up with.
...
Formula: This field only applies to the Market pricing method. You will need to select a formula that will let the system know which daily Market price to use and when to apply it. The formulas are set up in the Market Formula.
Region: This field only applies to the Market pricing method. Enter a Market Region for this item.
Source: This field only applies to the Market pricing method. Enter the Market Source for this item.
Type: This field only applies to the Market pricing method. Enter the Market Type for this item.
To use a Fixed Price:
...
Floor Price: Set the min price for the item. For example, if the daily Market Price is .50 and the Floor Price is set at .90, then the unit price will be .90.
Alt. UOM: Set the Alternate unit of measure to specify the packing units for this item. For example: CS20 = CASE 20 LBS or CASE 20 DZ.
...
Blank lines will automatically appear at the bottom of the grid when inserting a line. If desired, add any additional Item lines to the Template. Follow step #7 to #10 for each new line.
- Click the Save.
The template should now be usable for the Customer specified.
Existing Orders Templates
Existing Orders Templates can be retrieved and edited using the method defined below.
Step-by-Step guide
Access the Orders module.
Click Maintenance.
Click Template Manager.
You are automatically placed into a "Create New Template" mode.
Next to the Template Name field at the top of the form, click the Search Ellipses button (the three dots ...) to the right of the blank text field.
Specify any desired search criteria such as Customer, Company, or Date Options.
Click Retrieve.
Locate the desired Template in the grid selected it.
Click OK.
You will be taken to the standard Template Manager screen to make any desired changes.