Page History

...

Order Templates

Step-by-step guides 

To 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.

To use 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 templates will be displayed.
4. Click 'View' against the required Order Templatetemplate.
5. Click 'Copy Items to Current Order'.

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

7. Navigate to the Current Order/Shopping Cart to verify that items have been copied from the Template.

...

To Create an Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Order page.
4. Select Click 'Save Order to as Template' (or equivalent).
5. Enter the a name of for the template.
6. Select Create or Save or equivalentClick 'Save'.
7. A message will display confirming that order the template has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Order Template just created.

To Add to an Existing Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Orders page.
4. Select 'Save Order to as Template' (or equivalent).
5. Enter the name of an the existing template that you wish to append to.
6. Select Create or Save or equivalentClick 'Append'.
7. Select Append
8. A message will display confirming that order the template has been saved.
9. Navigate to the Order Templates page.
10. Select View on the Order Template that has been /updated.

Overwriting an Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Orders page.
4. Select Click 'Save Order to as Template' (or equivalent).
5. Enter the name of an the existing template that you wish to append tooverwrite.
6. Select Create or Save or equivalent.
7. Select OverwriteClick 'Overwrite'.
8. A message will display confirming that order the template has been saved.
9. Navigate to the Order Templates page.
10. Select View on the Order Template that has been overwritten/updated.

To Update 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. Select 'View on the Order Template you would like to view' against the required template.
4. To clear the quantities of all lines, select click the 'Clear Quantities from the options ' button at the bottom of the order grid.
5. To reTo re-sequence the sequence the lines on the template, use the drop down selection in the rethe re-sequence column sequence column for each line.
6. Select Click 'Save Template Changes to then save the changes to your template'.
7. A message will display confirming that the template has been updated.

To Delete 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. Select Click 'Delete on the Order Template you would like to delete' against the required template.
4. The 'Order Templates' page will reload, minus the deleted record.

Company Templates

To use For Company Templates some set-up is required and ; there are 2 options when it comes to allowing usage of these templates. Keeping Keep in mind the template that Company Templates will be available to all user's of users on the same debtor code.

The two options are:

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.

...

Step-by-step

...

Using Company Templates

guides 

To View a Company Template: 

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 'View' against the required Company Template.
5. The page will reload to display the selected template. 

To Use a Company Template:

1. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
2. You will see any A list of previously saved Templatestemplates will be displayed.
3. Company Templates will have "'Yes" ' recorded against them in the "'Company Template" ' column.
4. Select Click 'View on ' against the required Company Template you would like to use.
5. Select Click 'Copy Items to Current Order or equivalent'.
6. A message will display confirming 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.

Creating To Create a Company Template:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Order page.
4. Select Click 'Save Order to as Template' (or equivalent).
5. Enter the a name of for the template.
6. Check Tick the box marked "'Company Template"Select Create or Save or equivalent'.
7. Click 'Save'.
8. A message will display confirming that order the template has been saved.
9. Navigate to the Order Templates page.
10. Select View on the Company Template just created.

Viewing To Add to a Company Template

1. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
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 view. 

Adding to a Company Order Template

:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Order page.
4. Select Click 'Save Order to as Template' (or equivalent).
5. Enter the name of an the existing template that you wish to append to.
6. Check Tick the box marked "'Company Template"'.
7. Select Click 'Append'.
8. A message will display confirming that order the template has been saved.
9. Navigate to the Order Templates page.
10. Select View on the Company Template that has been /updated.

Overwriting To Overwrite a Company Template:

1. Login as a registered user.
2. Browse or search for products and add them to the shopping cart.
3. Navigate to the shopping cart or orders Shopping Cart or Current Order page.
4. Select Click 'Save Order to as Template' (or equivalent).
5. Enter the name of an the existing template that you wish to append tooverwrite.
6. Check Tick the box marked "'Company Template"'.
7. Select Click 'Overwrite'.
8. A message will display confirming that order the template has been saved.
9. Navigate to the Order Templates page.
10. Select View on the Company Template that has been overwritten. 

...

1. /updated.

To Delete a Company Template:

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.
   Select
4. Delete on the Company Template you would like to deleteClick 'Delete' against the required template.
5. The 'Order Templates' page will reload, minus the deleted record.