Page History

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: 

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. A list of previously saved templates will be displayed.
4. Click 'View' against the required template.
5. The page will reload to display the selected 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. A list of previously saved templates will be displayed.
4. Click 'View' against the required template.
5. Click 'Copy Items to Current Order'.

6. A confirmation message will display advising that items have been added to the cart.

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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.

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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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Panel
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'. Image Modified 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'. Image Modified  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'. Image Modified

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Company Templates 

To View a Company 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. Company Templates will have 'Yes' recorded against them in the 'Company Template' column.
   
4. Click 'Delete' against the required template.
5. The 'Order Templates' page will reload, minus the deleted record.

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