Versions Compared

Old Version 3

changes.mady.by.user user-b438a

Saved on

compared with

New Version 4

changes.mady.by.user user-b438a

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. 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.
    1. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
    2. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.

  2. 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.
    1. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
    2. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
    3. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User record.

 

 

 

Panel
borderColor#CCC
bgColor#EAECFF
titleBGColor#F7D6C1
borderStyledashed
Customer

    1. Navigate to CustomerMaintenance. (CustomerMaintenance.aspx)

    2. Search and select the customer to set up Company Templates for.

    3. Select the Customer Details Tab.

    4. Select Modify.

    5. Update the setting "Allow Creation of Company Order Templates" to "Yes"

...

User Customer:

...

    1. Log in as a CSS Administrator or equivalent administration role.
    2. Navigate to Advanced User Maintenance. (UserMaintenance.aspx)
    3. Search for and select the user to be permitted to use Company Templates.
    4. Select the Accounts Tab.
    5. Select the Customer Code.
    6. Select Modify.
    7. Update the setting "Allow Creation of Company Order Templates" to "Yes"
 User

...

    1. Log in as a CSS Administrator or equivalent administration role.
    2. Navigate to User Maintenance. (zUsers.aspx)
    3. Search for and select the user to be permitted to use Company Templates.
    4. Select Modify.
    5. Update the setting "Allow Creation of Company Order Templates" to "Yes"

 

Note

"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.

...

Using Company Templates:

  1. Navigate to the Order Templates page on the site. Usually this is under My Account or Orders. You will see any previously saved Templates.
  2. Company Templates will have "Yes" recorded against them in the "Company Template" column.
  3. Select View on the Company Template you would like to use.
  4. Select Copy Items to Current Order or equivalent.
  5. A message will display that items have been added to your current cart.
  6. Navigate to the cart page to view the items that have copied to your current order.

...