Pushing National 10 and LTO Products into Orders Daily


Using the push product allows the CML’s to ensure every store has the required products in their orders daily. Push products applies the minimum quantity based on how they are set in your Rules.

Push products is done every day right before orders are processed or closed.



Step 1: Update the Product Rules

Review your rules to make sure all of the National 10 and LTO products have a minimum quantity. This is the quantity that will be pushed into the orders. 

  1. Click Activities in the left menu.

  2. Go to Administration → Catalog → Rules

  3. Edit and confirm each of the products are in the Rule with a minimum quantity.

    1. Using the Filter and a Label will make this easier

  4. If you have multiple rules for your customers with different minimums, remember to verify these also.

 Labels

  1. Click Activities in the left menu.

  2. Go to Administration → Catalog →Labels

  3. REGION: NATIONAL10 label exist in most CMLS

    1. Review the label to confirm that these are the products you will push each day.

    2. Do not add additional products to this label. 

    3. If the label is not present, click Add to create one.

      1. Enter label name 

      2. Add products

      3. Save Changes


Step 2: Update Orders - (Pushing Products)

This step updates orders with missing products.

  1. Click Activities in the left menu.

  2. Go to Orders → Update Orders.

  3. By default all Contacts will be included or select as needed

  4. Select the order date

  5. Action type is Push Products

  6. Select the products and look for the label Region: National 10

    1. Also select and include any LTO products
    2. How should quantities be applied?
      1. Use rule minimums when available, otherwise use the (optional) quantity as a fall back quantity

        1. Rule minimums override the fallback quantity when rules exist

      2. Enter quantity


       Note: Special orders will not be affected. Rules are always applied if the item is new to an order, regardless of the selected option.
      • Update Orders

      • Change Order Status immediately to Processed or Closed 

        • Prevents any additional changes to the orders


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