How do I create or edit an Order Template?

 

An Order Template is an excellent tool that allows a user to view a preset list of items, quickly update requested quantities, and add the whole list of items to their shopping cart with one click. With "Quick Checkout", the user can even place an order directly from the Order Template, completely bypassing the standard checkout process.

Users can create and add to their own Order Templates from the SKU and SKU Detail pages, but the intended usage is that a website Admin would create the Order Template and assign it to a user. One way to do that is via an Admin tool called "Import to Favorite", which allows SuperAdmin users and Admin users with the "Users" role to import an existing ERP order or quote to WebAlliance as an Order Template. The other way is to manually create the Order Template on the website.

This article deals with creating a new Order Template from the Order Template overview page at /ordertemplates. The steps involved in adding items are the same when editing an Order Template, though.

Visit the Order Template page at www.yourDomain.com/ordertemplates and click "New Template"

1.) Visit the Order Template page at www.yourDomain.com/ordertemplates
2.) Click "New Template"
3.) Assign a "Template Name" and "Template Description

Next, add some items. You can add a single item at a time via search, or add multiple items by pasting a one-item-per-line list.

Add a Single Item

First, click "Add Item".  Then you'll see a "Part Number" box.  Enter an item number and click the search icon to locate the item.

NOTE: If the search returns a single item (like in the case of an exact Item ID, Supplier Part Number, or Customer Part Number), the item will be selected automatically. If the search returns multiple items, you'll see a list of all potential matches with their Item ID and Part Description. Click "Select" to add your selected item to the Order Template.

Adding Multiple Items

To add a list of items, click the "Add Multiple" button. You'll see a "Paste items here..." box. Simply enter a list of Item IDs, one-per-line, and click "Add Items" to apply the list of items to your Order Template.   Items will be added at their default quantity.

If you'd like to specify a new "Default Order Qty" in the list of Item IDs, just enter the Item ID, then a comma or [tab], then the desired quantity. For example - ABC123,32 - adds the Item ID ABC123 at a default quantity of 32. Of course, the user can change the quantity before clicking "Add to Cart" but the default quantity will always initially load with the Order Template.

Note about "Add Multiple" - For best results, add only Item IDs to this list. WebAlliance will look up each Item ID individually. "Add Multiple" isn't intended for use with keyword searching.

Save the Order Template

When you're done adding items and quantities, click "Save" at the top of the Order Template page to publish your changes.

Update Permissions

Now, set permissions for the users and/or Customer IDs who will be able to shop from this Order Template.

  1. From the Order Template, click "Edit".
  2. Click "Permissions".
  3. You'll see the current permissions for the Order Template. By default, "All Users" for the Order Template's assigned Customer ID will be an option, with no available permissions. If you want to remove a permissions record, click the "x" icon on the right-hand side of the row.

The permissions choices are:

  • "Allow View" - Allows the selected user to view and shop from the Order Template.
  • "Allow Edit" - Allows the selected user to edit the items, title, description, and permissions of the Order Template. The selected user could also configure and enable "Quick Checkout".
  • "Allow Delete" - Allows the selected user to completely delete the Order Template.

To add permissions, enter the username that should have permissions, then check the boxes that should apply to that user. Click "Save" to apply the permissions.

"All Users (103275)" in the above image means that all users connected to Customer ID 103275 will have the assigned permissions in that row. It does not mean that all users across the entire website will have those permissions.