Create a Buy Plan Template

A Buy Plan Template (BPT) is the function used to create a suggested Buy Plan (BP) for an individual Retailer or a Retailer Group.

It enables you to search via Releases and assign future or current stock from the one Release. 

A Buy Plan Template allows you to assign the one template to multiple users.

How to Create a Buy Plan Template

• Orders > Buy Plan Templates
• To create your Buy Plan Template (BPT) select the ADD icon
• Select the Brand, Release, Currency and then give the BPT a name and SAVE
• The BPT will appear at the top of the grid. To add products, select the BPT and then select the Edit icon
• Once the Template has been completed, select the Back to BP Template list link at the top of the Release page

How to Assign a Buy Plan Template to individual Users or Groups 

• Orders > Buy Plan Templates > Select Template > More (...) > Assign as BP to Retailer
• Select the Group from the dropdown (where relevant)
• Either + Add All users or select individual users > Save

• A confirmation modal will appear requiring confirmation that only Retailers who do not have an existing Buy Plan for that Release will be assigned to the Template 
• Enter 'confirm' and select Confirm 

• The Buy Plan Templates have been assigned and will appear in the Retailer's account as a Buy Plan

How to View, Edit and Delete existing Buy Plans when assigning a Buy Plan Template  

• Orders > Buy Plan Templates > Select Template > More (...) > Assign as BP to Retailer
• Existing Buy Plan details will appear in the Buyplan assigned to users grid

Options under the Action column

• View (eye icon): Allows users to view all products details and thumbnail images of products or access the Buy Plan via the View button
• Edit (pencil icon): This will take you to the Buy Plan where edits can be made and saved 
• Delete (bin icon): This will permanently delete the Buy Plan