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Overview

Products that a sales representative orders for a particular customer

Order templates allow users to save lists of products with quantity, price and any notes for use as a template for future orders. Items product templates to be saved for future orders. An order template can be stored against a specific user, role or customer account. Product order lines on an order template can be partially or completely copied to the user's cart at any time in the future. An order template can be stored at a company level, enabling all users associated with that Customer Code to view and use these templates.

Some examples of order templates could be:

  • Products that a user orders on a regular basis;

    • . 


    Use cases: Your business customers wants some of their users based on role to have easy access to regularly-ordered products prepared with quantities, prices and ordering notes for future orders. Your staff can create order templates for users in their accounts.


    Example of an order template

    Info
    titleGood to Know
    • Stock security is applied to order templates as per the stock security configuration in your ERP system.
    • Product discounts are applied to order templates as per custom or special pricing configurations in your ERP system.
    • All other product-based rules are obeyed when the the template is copied to the current order.



    Panel

    On this page:

    Table of Contents
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    Step-by-

    step guides 

    step 

    These guides are intended for your customer customers or sales rep users. For Administrator level maintenance access, see: Order Template Maintenance. 

    Access

    View an

    existing

    Order Template

    To view an existing Order Templateorder template: 

    1. While logged into the websitein as a user, go to the Dashboard menu and select Order Templates.

    2. The list of saved templates you can access 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. 

    3. The order template selected is displayed. 

    4. The page will load to display the selected template.
    Delete an Order Template

    To delete an Order Template:

    1. 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. 

    2. In the Confirmation popup, click Confirm.
    3. The Order Templates list will reload.


    Reorder from an Order Template

    1. Access View the existing order template.

    2. 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.



    3. A confirmation message displays to advise that the template's items have been added to cart.


    Create an Order Template

    From the Cart page

    To create an Order Template from the Cart:

    1. Browse or search for each product you wish to add. Once in the product page, adjust quantity and click click Add to Cart. 

    2. Continue adding products until you have all required products.

    3. Go to the Shopping Cart.

    4. Select Save As Template.



    5. The Order Templates page displays. If there are existing templates, they are listed. 


    6. Click Create a new template.

    7. In Template Name, enter a name for the new template.

    8. If this template can be used by other users with the same Customer Code, tick Company Template. Otherwise, it will be saved as a User 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.
      Image Added 



    9. To save the template, click Save Template.

    10. 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:

    1. While in the Order Templates page, select Append to existing template.
    2. In Template Name, select an existing template. 

    3. Click Save Template.

    4. 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:

    All other product-based rules are obeyed when the the template is copied to the current order.
    1. While in the Order Templates page, select Overwrite existing template.
      Image Modified
    In
    1. In Template Name, select an existing template.
       
    2. Click Save Template.
    A message displays to confirm

    2. Check a message confirms the template
    has been updated.
    Info
    titleGood to Know
  • Stock security is applied to order templates as per the stock security configuration in your ERP system.
  • Product discounts are applied to order templates as per custom or special pricing configurations in your ERP system.
    1. was updated.

    Related Resources

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