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- User has the ability to create, view and use company templates. User can't save changes to a company template. User can only delete a company template if they created it.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- User has the ability to create, view, use and save changes to company templates. User can delete any company template regardless of who created it.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User record.
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"Allow Creation of Company Order Templates" must be set to yes on the Customer and User Customer record as a minimum for the option to save as a company template or view existing company templates will be available. |
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Using Company Templates:
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders. You will see any previously saved Templates.
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select View on the Company Template you would like to use.
- Select Copy Items to Current Order or equivalent.
- A message will display that items have been added to your current cart.
- Navigate to the cart page to view the items that have copied to your current order.
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