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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
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guides
To use an Order Template:
- Login as a registered user.
- Navigate to the 'Order Templates' page on the site. Usually this is under (usually located on the 'My Account' or 'Orders' menu).
- A list of previously saved Templates will be displayed.
- Select Click 'View' on against the required Order Template.
- Click 'Copy Items to Current Order'.
- A confirmation message will display advising that items have been added to the cart.
Navigate to the Current Order/Shopping Cart to view the verify that items that have been copied from the Template.
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You can adjust the quantities of products in your template before they are copied to your current order. |
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To Update an Order Template:
- Navigate to the the 'Order Templates page on the site. Usually this is under My Account or Orders' page (usually located on the 'My Account' or 'Orders' menu).
- Select View on the Order Template you would like to view.
- To clear the quantities of all lines, select Clear Quantities from the options at the bottom of the order grid.
- To re-sequence the lines on the template, use the drop down selection in the re-sequence column for each line.
- Select Save Template Changes to then save the changes to your template.
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To Delete an Order Template:
- Navigate to the the 'Order Templates page on the site. Usually this is under My Account or Orders' page (usually located on the 'My Account' or 'Orders' menu).
- Select Delete on the Order Template you would like to delete.
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"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
- Navigate to the the 'Order Templates page on the site. Usually this is under My Account or Orders. ' page (usually located on the 'My Account' or 'Orders' menu).
- You will see any previously saved Templates.
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select View on the Company Template you would like to use.
- Select Copy Items to Current Order or equivalent.
- A message will display that items have been added to your current cart.
- Navigate to the cart page to view the items that have copied to your current order.
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Viewing a Company Template
- Navigate to the the 'Order Templates page on the site. Usually this is under My Account or Orders' page (usually located on the 'My Account' or 'Orders' menu).
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select View on the Company Template you would like to view.
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Deleting a Company Template
- Navigate to the the 'Order Templates page on the site. Usually this is under My Account or Orders' page (usually located on the 'My Account' or 'Orders' menu).
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select Delete on the Company Template you would like to delete.
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