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

    1. Login as an Administrator.

    2. Navigate to CustomerMaintenance. 'Customer Maintenance' (CustomerMaintenance.aspx).

    3. Search for and select the customer to set up Company Templates forrequired Customer.

    4. Select Click the 'Customer Details' Tab.

    5. Select Click 'Modify'.

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

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


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




Note

As a minimum, "Allow Creation of Company Order Templates" must be set to 'Yes' on the Customer and User Customer records in order to allow 'Save as Company Template' or viewing of existing Company Templates.

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