Using Grid Item Templates

After you apply attributes to items, you can use the items in a grid item template. To place items in the grid, search for items by categories and assign grid attributes to the rows and columns. You can enter percentages for each item to be used in calculating the distribution of quantities across all items in the grid item template.

You can assign matrix item options to a grid item template if the items are mapped to grid attributes. For more information, see Applying Grid Attributes to Items. For guidelines and limitations when creating grid templates, see Setting Up Grid Templates.

Creating a Grid Item Template

Use the following procedure to create a grid item template.

To create a grid item template:

1. Go to the Grid Templates page.

   • If you are using an Administrator role, go to Lists > Grid Order Entry > Grid Templates.

   • If you are using other roles, read Roles and Permissions for Grid Order Management.

2. On the Grid Templates page, click New Grid Item Template.

3. On the Grid Item Template page, enter values in the fields in the Grid Item Definition section:

   1. For OneWorld accounts, select a subsidiary in the Subsidiary field.

   2. Enter a name for the grid item template.

   3. In the Description field, enter a grid template description of not more than 300 characters.

   4. In the Select Filter field, select the grid attributes you want to use as filters for the items

   The Select Filter field lists all grid attributes. The values you select in this field are the first categories used to designate items on the template. These may be the primary requirements for the items you want to assign to the template. For example, if you want to create a grid item template for dresses and skirts of the same brand, select the attribute for the brand, as well as attributes for dresses and skirts. Sample grid attributes that you select as filters are Brand: Brand A, Apparel Category: Dresses, and Apparel Category: Skirts.

4. In the Grid Template section, enter the values in the fields.

   1. In the Column Attribute field, select the attribute you want to use as category for the grid columns. When an attribute is selected, the associated attribute values are listed in the Column Values field.

   2. In the Column Values field, select the attribute values for the grid columns. The system uses the attributes to search for items that are mapped to them. The names of the attribute values are shown in the grid as column labels.

   3. In the Row Attribute field, select the attribute you want to use as the category for the grid rows. When an attribute is selected, the associated attribute values are listed in the Row Values field.

   4. In the Row Values field, select the attribute values for the grid rows. The system uses the attributes to search for items that are mapped to them. The names of the attribute values are shown in the grid as row labels.

   Select column and row attributes from the Select Filter field. These filters further define the items you assign to the template. These values may designate a subset of the items that are initially defined by the attributes you selected as filters.

   There is no limit to the number of attributes or attribute values you can select. However, after you select the attributes, it is possible that the number of items returned will exceed the limit defined for the grid item template. If the number of retrieved items exceeds the limit, consider setting up more than one grid template to set up subsets of the items defined by the attributes in the Select Filter field.

5. Select the transactions where you want the grid template to be available.

   This enables you to open the Grid Order Entry form on the selected transactions.

6. Click Get Item.

   The retrieved items are shown in the grid with the following limitations:

   • The row and column attribute values are arranged in alphabetical order by default. You can rearrange the columns by drag and drop.

   • Where multiple items are mapped to a cell, you can select the item you want from the dropdown list. You can also select a blank value.

   • A maximum of 200 values as grid attributes can be saved in the grid template. For more information, see Setting Up Grid Templates.

   • Same items in multiple cells are not allowed.

   • Item records that have been assigned to a grid template cannot be deleted.

7. In the grid, enter the percentage of the total order quantity for each attribute value in the column and row heading.

   As you enter a percentage, the Row and Column Percentage fields display the total percentage. The computed total should be equal to 100 percent. The percentages defined on the item template are used when you enter the total quantity in your grid order. If you do not set the percentages, the total quantity is equally distributed across the items in your grid order.

   If multiple items are retrieved for the attributes you selected, click the item in the grid cell to view the other options, and then select the item you want.

   

8. Click Save.

   Clicking New clears the fields and displays a blank form.

Editing a Grid Item Template

Use the following procedure to edit a grid item template.

To edit a grid item template:

1. Go to the Grid Templates page.

   • If you are using an Administrator role, go to Lists > Grid Order Entry > Grid Templates.

   • If you are using other roles, read Roles and Permissions for Grid Order Management.

2. On the Grid Templates list, click Edit beside the grid item template you want to update.

3. Edit the grid item template as needed. You can update the Name, Description, Available In, and Percent fields.

   To rearrange the grid, click and drag the column header and drop it on its new position.

4. Click Save.

Deleting a Grid Item Template

You can only delete a grid item template that is not being used in any order transaction.

If you use a Sales Person role, you cannot delete grid item templates. For more information, see Roles and Permissions for Grid Order Management.

Use the following procedure to delete a grid item template.

To delete a grid item template:

1. Go to the Grid Templates page.

   • If you are using an Administrator role, go to Lists > Grid Order Entry > Grid Templates.

   • If you are using other roles, read Roles and Permissions for Grid Order Management.

2. On the Grid Templates list, click Edit or View beside the grid item template you want to delete.

3. Click Delete.

Related Topics

• Setting Up Grid Item Templates
• Setting Up Grid Attributes
• Setting Up Grid Attribute Values
• Applying Grid Attributes to Items

General Notices