Overview
Order templates allow users to save the contents of a current order for use as a template for future orders. An order template can then be copied partially, or entirely onto a user's current order at any time in the future.
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An order template can also be stored at a company level, enabling all users associated with that Customer Code to view and use these templates also.
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Step-by-step guides
Order Templates
To View view an Order Template:
- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- A list of previously saved templates will be displayed.
- Click 'View' against the required template.
- The page will reload to display the selected template.
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- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- A list of previously saved templates will be displayed.
- Click 'View' against the required template.
- Click 'Copy Items to Current Order'.
A confirmation message will display advising that items have been added to the cart.
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You can adjust the quantities of products in your template before they are copied to your current order. |
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- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- Click 'Delete' against the required template.
- The 'Order Templates' page will reload, minus the deleted record.
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Company Templates
For Company Templates some set-up is required; there are 2 options when it comes to allowing usage of these templates. Keep in mind that Company Templates will be available to all users on the same debtor code.
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As a minimum, "Allow Creation of Company Order Templates" must be set to 'Yes' on the Customer and User Customer records in order to allow 'Save as Company Template' functionality. |
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Company Templates
To View a Company Template:
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- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- Company Templates will have 'Yes' recorded against them in the 'Company Template' column.
- Click 'Delete' against the required template.
- The 'Order Templates' page will reload, minus the deleted record.
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