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An order templates can also be stored at a company level, enabling all users associated with that company to view these templates also.

 

Order Templates

 

Step-by-step guide

 

Using Order 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. Select View on the Order Template you would like to use.
  3. Select Copy Items to Current Order or equivalent.
  4. A message will display that items have been added to your current cart.

  5. Navigate to the cart page to view the items that have copied to your current order.

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  1. Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
  2. Select Delete on the Order Template you would like to delete.

 

Company Templates

 

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

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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.

 

Step-by-step guide

 

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.

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