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Creating and maintaining order templates allows users to save the contents of a current order as a template for future orders. An order template can then be copied partially, or entirely into a users current order at any future time. 

Examples Some examples of order templates could be:

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An order templates exist in two types:

1. Order Templates
2. Company Templates

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OrderTemplates OrderTemplates

Order Templates

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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Creating an Order Template:

1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of the template.
5. Select Create or Save or equivalent.
6. A message will display that order has been saved.
7. Navigate to the Order Templates page.
8. Select View on the Order Template just created.

Viewing an Order Template: 

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

Adding to an Existing Order Template:

1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of an existing template that you wish to append to.
5. Select Create or Save or equivalent.
6. Select Append
7. A message will display that order has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Order Template that has been updated.

Overwriting an Order Template:

1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of an existing template that you wish to append to.
5. Select Create or Save or equivalent.
6. Select Overwrite.
7. A message will display that order has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Order Template that has been overwritten.

Updating an Order Template:

1. Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
2. Select View on the Order Template you would like to view.
3. To clear the quantities of all lines, select Clear Quantities from the options at the bottom of the order grid.
4. To re-sequence the lines on the template, use the drop down selection in the re-sequence column for each line.
5. Select Save Template Changes to then save the changes to your template.

Deleting an Order Template:

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.

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CompanyTemplates CompanyTemplates

Company Templates

Set Up:

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:

1. 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.
   1. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
   2. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
      
      
2. 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.
   1. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
   2. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
   3. Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User record.

 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"

Using Company Templates:

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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.

Creating a Company Template:

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1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of the template.
5. Check the box marked "Company Template"
6. Select Create or Save or equivalent.
7. A message will display that order has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Company Template just created.

Viewing a Company Template:

1. Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
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 view. 

Adding to a Company Order Template:

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1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of an existing template that you wish to append to.
5. Check the box marked "Company Template".
6. Select Append.
7. A message will display that order has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Company Template that has been updated.

Overwriting a Company Template:

1. Browse or search for products and add them to the shopping cart.
2. Navigate to the shopping cart or orders page.
3. Select Save Order to Template or equivalent.
4. Enter the name of an existing template that you wish to append to.
5. Check the box marked "Company Template".
6. Select Overwrite.
7. A message will display that order has been saved.
8. Navigate to the Order Templates page.
9. Select View on the Company Template that has been overwritten. 

Deleting a Company Template:

1. Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
2. Company Templates will have "Yes" recorded against them in the "Company Template" column.
   
3. Select Delete on the Company Template you would like to delete.

Step-by-step guide

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.

1. From the orders page, navigate to the bottom of the order grid
2. Select Save Template
3. The selection will take you to the Order Templates page
4. To save the contents of your order as a template, select Save Template from the bottom of the order grid
5. Select Company Template
   1. Select All Customers to create a template that can be accessed by users sharing the same debtor code
   2. Select All Reps to create a template that can be accessed by users that share the same role
6. Name the template using the Template Name field 
7. Select Create to create the Company Template

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