Order Profiles

Order Profiles

Adding and Editing Order Profiles

To add an order profile:

  1. In an open Order Profiles widget, click the show/hide button in the Profiles panel to show the rule panel and click Edit.
  2. Click Add Profile.

    A new profile name and row in the rules panel are displayed and highlighted yellow.

  3. Enter a new name the profile.

    Duplicate profile names are not allowed. The name also appears in the Profile column in the rules panel.

  4. In the applies these fields section in the rule panel, double-click the cell in each column to enter a value.

    The default settings display asterisks for the Prod, Exch, Group, and Type cells and cannot be edited. Refer to Order Profiles Reference for a description of each column.

  5. To add a rule to the profile, click Add Rule and double-click a cell in each column to add values as needed.

  6. Note: You cannot have the same combination of product, exchange, product group, and product type in multiple rules.

    Tip: Repeat this step to create additional rules for the selected profile.

  7. Check the Use column to include the rule in finding a best match for order entry.

  8. Click Save Changes.

Editing an order profile

To edit an order profile:

  1. In an open Order Profiles widget, click the show/hide button in the Profiles panel to show the rule panel.
  2. Select a profile in the Profiles panel and click Edit.

    Tip: You can also double-click a cell in the rule panel to enter edit mode.

    Note: Profiles created by your administrator are greyed-out and their fields cannot be edited. However, you can add your own rules to these profiles.

  3. Double-click a cell in each column in the rules panel and change its value as needed.

    Note: The key fields for the default rule cannot be edited.

    To add a rule to the profile you are editing, click Add Rule and edit each column cell as needed.

    Tip: If you select a product in the Prod column, the Exch and Type fields will be seeded automatically.

    Refer to Order Profiles Reference for a description of each column.

    For more details about your editing options, refer to Edit Mode.

  4. Click Save Changes.