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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.
Order Templates
Step-by-step guides
To View an Order Template:
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- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- Click 'Delete' against the required template.
- The 'Order Templates' page will reload, minus the deleted record.
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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- 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.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- 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.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- Requires setting "Allow Creation of Modify Company Order Templates" set to "Yes" against User record.
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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. |
Step-by-step guides
To View a Company Template:
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