Updates to customer order guides

In the web shop, users can export customer order guides to a CSV file. Users can also update an order guide to include items from recent orders.

Export to CSV files

Customers can click the Export link in the Customer Order Guide Details widget to export an order guide to a CSV file. The order guide name is used as the file name.

The file always includes these columns:
  • Item Number
  • Quantity
  • Price
If the user's role includes the Order Line Comments feature element, then the Notes column is displayed. If the Ordering.Multiple Units of Measure application property is set to true in the Application Properties form, then the Unit of Measure column is displayed. The other columns in the CSV match the columns that are displayed in the order guide.
Customers can use the order file upload feature to upload the file to the shopping cart. When customers upload the file, they can now select or clear these check boxes:
  • Ignore zero or blank quantities: When users select this check box, rows that contain a 0 or blank value in the quantity column are not validated and do not return errors. When users clear this check box, all rows are validated.
  • My table has headers: When users select this check box, the first row is ignored. When users clear this check box, all rows are evaluated for upload.

Order guides based on recent orders

To allow users to create an order guide based on recent orders, enable the Load Recent Products feature element on the role that is assigned to the user.

To add items from recent orders, users click the Load Recent Products link in the Order Guide Details widget. They specify a time frame of one to six months. Items that were ordered in the specified time frame replace the current contents of the order guide. The value that users specify is retained for the next session.