How to “Set Default Wave Template” for a Customer?

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.