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Order templates allow users to save the contents of a current order for use as a template for future orders. An An order template can then be copied partially, or entirely onto a user's current order at any time in the future. Permission to use order templates is by Role.
Some examples of order templates could be:
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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.
Step-by-step guides
These guides are intended for your customers.
Order Templates
To view an Order Template:
- Login as a registered userto the website.
- Navigate Go to the 'Dashboard and select Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- A list of previously saved templates will be is displayed. Click 'View ' against next to the required template.
- The page will reload to display the selected template.
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To use an Order Template:
- Login as a registered userto the website.
- Navigate Go to the 'Dashboard and select Order Templates' page (usually located on the 'My Account' or 'Orders' menu)..
- A list of previously saved templates will be is displayed. Click 'View' against next to the required template.
- Click 'Copy Items to Current Order' Add All to Cart.
A confirmation message will display displays 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 ordercart. |
To Create create an Order Template:
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- Browse or search for products and add them to the cart.
- Navigate Go to the Shopping Cart or Current Order page.
- Click 'Save as Template' (or equivalent).
- Enter a name for the template.
- Click 'Save'.
- A message will display confirming that the template has been saved.
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