Updates to customer order guides

Two updates have been made to customer order guide: the ability to display weekly purchase history of items and the ability for users to add and delete items from the guide.

Order history

Site editors can configure the Order Guide Details widget to display up to six weeks of purchase history. Each week is displayed as a column in the Purchase History section of the widget.

The total quantity of each item that is ordered by any user during a week is displayed. Weeks begin on Sundays and end on Saturdays. An order is considered in the calculation if it does not have one of these statuses:
  • Canceled
  • Deleted
  • Rejected
  • Unapproved

The first week in the history section is labeled 0. Subsequent weeks are labeled 1 through 5 under the Week header.

On the Order Guide Details widget, site editors use the Purchase History in Weeks and Max Width (px) fields to configure the display of purchase history. The Purchase History in Weeks field accepts whole numbers from 0 to 6. Specify 0 to hide purchase history information. The Max Width (px) field accepts whole numbers from 100 to 300.

Each column in the Purchase History section is 60px wide. If the value in the Purchase History in Weeks field, multiplied by 60, exceeds the value in the Max Width (px) field, then a line with a shadow is used as the border of the history section to indicate that more weeks are available. Users hold down the mouse button and drag the section to view additional weeks.

If the value in the Purchase History in Weeks field, multiplied by 60, is less than or equal to the value in the Max Width (px) field, then all weeks are displayed. The width of the history section is equal to 60 multiplied by the number of weeks. For example, if the site editor specifies 2 in the Purchase History in Weeks field and 200 in the Max Width (px) field, the total width of the history section is 120px.

Each cell in the order history is designed to contain up to seven characters. If more than seven characters are available, then there could be display issues.

Adding and deleting items in the order guide

Users can now add items to and remove items from the order guide. To allow users to add and remove items, use the Business Center to assign them to a role where the Manage Order Guides feature element is enabled.

In the web shop, users click the Add Product link to add an item. To specify the item to add, they can enter the item number, customer item number, or UPC. If the Order Line Comments feature element is enabled on the users' roles, they can optionally specify line notes.

To delete an item, users click the Delete button that is displayed on the order guide.

Limitations of order guide features

These limitations apply to order guides:
  • Order guides are available in the desktop view only.
  • Style and configurable item types are not supported.
  • Product availability, visibility, stock, and price based on a selected warehouse and accounting entity are not considered on items in the order guide. These details are evaluated in the shopping cart and checkout.
  • Unsellable and unavailable items are not supported.
  • The base price and final price after discounts are displayed.
  • Multiple unit of measure conversion factors are not displayed.
  • Job-specific blanket agreements are not supported.