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Examples of order templates could be:
- Products that a user orders on a regular basis
- Products that a sales representative orders for a particular customer
An order templates exist in two types:
- Order Templates
- Company Templates
Order Templates
Using Order Templates:
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Creating an Order Template:
Viewing an Order Template:
Adding to an Existing Order Template:
Overwriting an Order Template:
Deleting an Order Template:
Company Templates
Using Company Templates:
Creating a Company Template:
Viewing a Company Template:
Adding to a Company Order Template:
Overwriting a Company Template:
Deleting a Company Template:
Good to Know
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Step-by-
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Creating a Company Template:
- A company template is a template that can be accessed by all users sharing the same debtor code. It can only be manipulated by the user who created the template.
- From the orders page, navigate to the bottom of the order grid
- Select Save Template
- The selection will take you to the Order Templates page
- To save the contents of your order as a template, select Save Template from the bottom of the order grid
- Select Company Template
- Select All Customers to create a template that can be accessed by users sharing the same debtor code
- Select All Reps to create a template that can be accessed by users that share the same role
- Name the template using the Template Name field
- Select Create to create the Company Template
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step
These guides are intended for your customers or sales rep users. For Administrator level maintenance access, see: Order Template Maintenance.
View an Order Template
To view an existing order template:
Delete an Order Template
- While logged in as a user, go to the Dashboard menu and select Order Templates.
- The list of saved templates is displayed. Click View next to the required template. TIP - If there are too many order templates, use the Search tool to quickly find the one you want.
- The order template selected is displayed.
To delete an Order Template:
- On your Saved Order Templates list, click Delete next to the template. TIP - If there are too many order templates, use the Search tool to quickly find the one you want.
- In the Confirmation popup, click Confirm.
- The Order Templates list will reload.
Reorder from an Order Template
- View the existing order template.
Click Add All to Cart.
Tip Before you add the template's products to cart, you can also edit or delete lines, change the product sequence and quantities, add more products, enter notes and cost centre (if used), etc.
- A confirmation message displays to advise that the template's items have been added to cart.
Create an Order Template
From the Cart page
- Browse or search for each product you wish to add. Once in the product page, adjust quantity and click Add to Cart.
- Continue adding products until you have all required products.
- Go to the Shopping Cart.
- Select Save As Template.
- The Order Templates page displays. If there are existing templates, they are listed.
- Click Create a new template.
- In Template Name, enter a name for the new template.
- If this template can be used by other users with the same Customer Code, tick Company Template. If Role-level order templates is enabled, the Role Template checkbox is displayed. Tick to limit this template to your Role. If Company Template is also ticked, the template is limited to Company users in your Role. Leave both unticked to create a User Template. The template will be available only to the creator.
- To save the template, click Save Template.
A message displays to confirm the template has been saved. It will be listed in your saved templates.
Tip Order Templates copies the products and quantities in the cart to create an Order Template. These items are still in your cart. You can submit an order by selecting Go to Current Order.
From the Product Detail page
To create an Order Template or append to an existing template while on the Product Detail page, see: Add Product to Order Template .
Add to Existing Order Template
To add cart products and quantities to an Existing Order Template:
- While in the Order Templates page, select Append to existing template.
- In Template Name, select an existing template.
- Click Save Template.
- A message displays to confirm the template has been updated.
Overwrite an Order Template
To overwrite an existing template with current cart products and quantities:
- While in the Order Templates page, select Overwrite existing template.
- In Template Name, select an existing template.
- Click Save Template.
- Check a message confirms the template was updated.
Related Resources
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