How to “Set Default Wave Template” for a Customer?
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There is an option to assign a Default Wave Template to a Customer. The Default Wave Template can be added from the Customer module under the Other Info tab.
While creating an SO, if the Customer selected has a Default Wave Template linked to it, and the particular Store is selected, the Inventory will be Allocated according to the linked Wave Template when a Wave is created.
Please Note: This feature is enabled if the App Config setting “Wave Template Selection Type” under the Warehouse tab is set to “Default Template”.
How does it work?
Navigate to the Customer module/Customer Centre. Example: Customer name: Xoro_Test_Org ABC.
Open the “Other Info” tab, there is a new dropdown added, “Default Wave Template”.
Choose the Wave Template to Allocate to the Customer.
The new feature in the Customer module allows you to select, edit and create/add a new Wave Template.
Update the Customer information.
Please Note: In the Wave-Template, a Location & Sequence field has been added. In this field add the Sequence of Locations from which is to be used to Allocate the Inventory.
Now, navigate to the Sales Order module and create an Order with the Customer Xoro_Test_Org ABC
Select the Store used in the Wave Template assigned to the Customer.
Add Item, Save and Release the Order.
Example; Item# Testing@2611-Blue-L, Qty; 50.
The Wave Template Location & Sequence:
Create Wave, and check the Inventory by location module for the selected Store and Item.
The Allocation of the Item is according to the Pick Sequence defined in the Wave Template.
