How to use Wave Templates

Wave templates can be utilized in three ways:

• Defining a default wave template.

• Creating a wave template rule.

• Manually selecting the wave template.

You can use the App Config, 'Wave Template Selection Type,' to determine how wave templates will be used within the system.

This config has three options:

• Manual: When this option is chosen, the wave template will have to be manually selected on the 'Create Wave' page.

• Template Rules: If this option is selected, the system will automatically choose the wave template based on the wave template rule.

• Default Template: When this option is selected, the customer's default wave template will be used.

Define the default wave template on the customer

There is an option to assign a Default Wave Template to a Customer. While creating an SO, if the selected customer 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.

How does it work?

• From the Customer module, set the Default Wave Template under the Other Info tab.

• Create a sales order for the customer and proceed to create a wave. The allocation of the item will be done according to the default wave template.

Set a Wave Template Rule

You can set a wave template rule to define when the wave template will be used depending on defined criteria.

When creating a wave, the system will check for a wave template rule, and if a wave template rule meets the criteria, it will be applied to the wave.

How does it work?

Creating the wave template rule

To create a wave template, go to Menu > Admin > Warehouse > Wave Template

Wave Template Rule Header

To begin with, enter the essential header-level information, such as the naming of the rule, entering the store name, and selecting the wave template.

Fields	Description
Create a Wave Template Rule	Enter a name for the wave template rule. This will act as a unique identifier for the rule.
For Store	This field allows you to select the store for which to create the rule.
Select Wave Template	Select the wave template for which to create the rule from this dropdown menu.
With Description	This is the description of the wave template.

Adding the criteria

Once the basics are set, proceed to define the criteria for the rule by clicking on "Add Criteria" under the Add Criteria section.

Wave Template Rule Criteria Fields

Fields	Description
Type	This field specifies the category or attribute that you want to apply the criteria to.
Operator	This field allows you to define the operation that will be performed on the chosen "Type".
Value	This field allows you to define the precise condition or pattern you want to match to trigger the rule.

Once you have saved the criteria, click on "Save" at the top-right of the module to create the template rule.

When creating a wave, if the criteria is met, the rule will be applied to the wave and the inventory will be allocated accordingly.

Manually select the wave template

You have the option to manually select or update the wave template on the wave, if the 'Manual' option is selected on the app config.

How does it work?

• Create a sales order and proceed to create the wave.

• On the 'Create Wave' page, you can manually select the wave template, if available and the inventory will be allocated accordingly.