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

1. Customers

2. Items

3. Optional: Markets Sources

4. Optional: Market Types

5. Optional: Market Regions

6. Optional: Market Formulas

7. Optional: Price Groups

Creating Order Templates

Header Filters

Access the Orders module.  Click Maintenance.

Click Template Manager.
You are automatically placed into a "Create New Template" mode.

Template Name. 

. You can create a new template by typing in the new template name.

. 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.

. You can create or search for an existing Price Group template. 

Customer.
. You can create a new template or search for existing customer templates.

Location:

. You can create a new template or search for existing customer location templates.

Company:

. You can create a new template or search for existing company templates.

Division:

. You can create a new template or search for existing division templates.

Active From/To:

. You can create or search for template(s) for a date or a range of dates

Day of Week:

. You can create or search for template(s) by day of the week - Sunday, Monday, etc...

Base Date:

. You can create or search template(s) by Order Date, Ship Date, or Delivery Date.

Template For:

. You can create or search template(s) by Template type category - Order, Invoice, or Both.

Restrict Template:

. If this checkbox is checked, it means this template is restricted, and the user cannot add any items that are not set up in this template when creating a new customer order.

Default Template:

. If this checkbox is checked, the system automatically loads this template when creating a new customer order.

Detail Lines

In the Template Lines grid, specify an Item #.   Enter the item code that you would like to be included on the order/invoice.

Description: the description is a displayed field.

Quantity: Enter a default quantity or just leave it blank.

U/M: Enter the unit of measure. For example: DZ, CS, BG, etc...

Include: Check the checkbox if you want to include this item on the order automatically.

Active Date: Set a date when this item will be active on this template.

Inactive Date: Set a date when this item will be inactive on this template.

Comments: Set a default comment that the system will automatically pull into the order on the order line for this item.

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.

To use Market Pricing:

Specify a Pricing Method of "Market."

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:

Specify a Pricing Method of "Fixed."

Specify an Amount Differential. This will be the actual fixed price. For example, 1.25, would be a $1.25 Fixed Price.

Amount Differential. This will be the difference from the market. For example, -0.05, would take $0.05 off of the Market Price.

. Fixed Price: the Amount Differential that is set here will be the fixed unit price of the item.

. Market Price: the Amount Differential that is set here will be the adjustment amount (+/-) to the daily Market price of the item. For example: Daily Market price + Amount Differential = 1.30 + .20 = 1.50

Percent Differential: This will apply to Market Price only. The Percent Differential amount that is set here will be the % adjustment amount (+/-) to the daily Market price of the item. For example: Daily Market price + % Differential = 1.30 + .20 = 1.30 + .26 = 1.56

Percent First: This will apply to Market Price only. If the checkbox is check, the system will calculate the % Differential first before it's being rounded.

Round: Let the system know how you would like to round the unit price. Below are examples of rounding options:

Ceiling Price: Set the max price for the item. For example, if the daily Market Price is 1.00 and the Ceiling Price is set at .90, then the unit price will be .90.

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.

Alt. Basis: If this checkbox is checked, the unit price will be rounded after All calculations have taken place including Feature price, Contract price, template adjustments, etc.... If the checkbox is unchecked, the unit price will be rounded first before any calculations.  

Pricing Comment: If a comment is set here, it will be pulled into the Order Pricing comment.

Return Item: Set the returned item code for this item.

Reclass: Set the Reclass code for this item.

Age: Set the shell age for this item.

Inventory Location: Set the inventory location for this item.

Freight Cost: Set the Freight Cost for this item.

Customer Item: Set the Customer item code for this item.

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.

1. 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.

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.