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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.

Order Templates

Step-by-step guides 

To View an Order Template: 

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1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. Click 'Delete' against the required template.
4. The 'Order Templates' page will reload, minus the deleted record.

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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borderColor #CCC bgColor #EAECFF titleBGColor #F7D6C1 borderStyle dashed
Customer Login as an Administrator. Navigate to 'Customer Maintenance' (CustomerMaintenance.aspx). Search for and select the required Customer. Click the 'Customer Details' Tab. Click 'Modify'. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'. User Customer: Log in as an Administrator. Navigate to 'Advanced User Maintenance' (UserMaintenance.aspx). Search for and select the required User. Click the 'Accounts' Tab. Select the required Customer Code via radio button. Click 'Modify'. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'.  User Log in as an Administrator. Navigate to 'User Maintenance' (zUsers.aspx). Search for and select the required User. Click 'Modify'. Update the setting 'Allow Modify Company Templates' to 'Yes'.

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Step-by-step guides 

To View a Company Template: 

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