> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/admin/warehouse/wave-template/what-is-a-wave-template/how-to-use-wave-templates.md).

# 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: 

<figure><img src="/files/4AtwfDP9LNgsQNM3cUlv" alt=""><figcaption></figcaption></figure>

* **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.

<figure><img src="/files/HVVITuaYcGGQpDX9pQjc" alt=""><figcaption></figcaption></figure>

* 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.&#x20;

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?

#### &#x20;Creating the wave template rule

{% hint style="info" %}
*To create a wave template, go to Menu > Admin > Warehouse > Wave Template*
{% endhint %}

**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.

<figure><img src="/files/rEKXE2bElshzzVGXD4Uo" alt=""><figcaption></figcaption></figure>

| 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.

<figure><img src="/files/XXVE75Vlrch4Xh47I0h1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/TtWQxmOfJ56mEsJRJkJ0" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="/files/YyO2n0YvWPH0UJfFE92H" alt=""><figcaption></figcaption></figure>

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

<div align="left"><figure><img src="/files/QkVRmewh6QzjhXOaBGB7" alt=""><figcaption></figcaption></figure></div>

### Manually select the wave template&#x20;

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.


---

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