Add Products to Order Template

Explanation

Use this activity to insert products & required quantities into the Order Template. This activity is intended for a B2B user acting as a B2B customer.

Perform this activity from the lobby page Order Management for Customers and use the Lobby Element: Order Templates. Or else use the Order Template page from the navigator. New products can be added using the New button from the Products section.

Notes:

• Part Number and Quantity should have values for a successful insertion of a product record into the Order Template.
• Several records can be inserted per part and the quantities in those records can be aggregated later using the Aggregate Product Quantities command.

Prerequisites

• Successfully initiated Order Template should exist to perform this activity.
• In the Customer page, the B2B option must be enabled for the appropriate customer.
• The user must have the appropriate B2B Customer as default customer, set up in B2B User – Customer page.
• The user must have been set up with an appropriate default coordinator in Sites per User page.

System Effects

New products will be added into the Order Template.