Order Templates and Company Templates

Overview

Order templates allow users to save the contents of a current order for use as a template for future orders. An order template can then be copied partially, or entirely onto a user's current order at any time in the future. 

Some 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 template can also be stored at a company level, enabling all users associated with that Customer Code to view and use these templates also.

Step-by-step guides 

Order Templates

To view an Order Template: 

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. A list of previously saved templates will be displayed.
4. Click 'View' against the required template.
5. The page will reload to display the selected template.

To use an Order Template:

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu). 
3. A list of previously saved templates will be displayed.
4. Click 'View' against the required template.
5. Click 'Copy Items to Current Order'.

6. A confirmation message will display advising that items have been added to the cart.

To Create an Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Order page.
4. Click 'Save as Template' (or equivalent).
5. Enter a name for the template.
6. Click 'Save'.
7. A message will display confirming that the template has been saved.

To Add to an Existing Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Orders page.
4. Select 'Save as Template' (or equivalent).
5. Enter the name of the existing template that you wish to append to.
6. Click 'Append'.
7. A message will display confirming that the template has been saved/updated.

Overwriting an Order Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Orders page.
4. Click 'Save as Template' (or equivalent).
5. Enter the name of the existing template you wish to overwrite.
6. Click 'Overwrite'.
7. A message will display confirming that the template has been saved/updated.

To Update an Order Template:

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. Select 'View' against the required template.
4. To clear the quantities of all lines, click the 'Clear Quantities' button at the bottom of the order grid.
5. To re-sequence the lines on the template, use the drop down selection in the re-sequence column for each line.
6. Click 'Save Template Changes'.
7. A message will display confirming that the template has been updated.

To Delete an Order Template:

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. Click 'Delete' against the required template.
4. 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.

The two 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 Modify Company Templates" set to "Yes" against User record.

Customer Login as an Administrator. Navigate to 'Customer Maintenance' (CustomerMaintenance.aspx). Search for and select the required Customer. Click the 'Customer Details' Tab. Click 'Modify'. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'.
User Customer: Log in as an Administrator. Navigate to 'Advanced User Maintenance' (UserMaintenance.aspx). Search for and select the required User. Click the 'Accounts' Tab. Select the required Customer Code via radio button. Click 'Modify'. Update the setting 'Allow Creation of Company Order Templates' to 'Yes'.
User Log in as an Administrator. Navigate to 'User Maintenance' (zUsers.aspx). Search for and select the required User. Click 'Modify'. Update the setting 'Allow Modify Company Templates' to 'Yes'.

Company Templates 

To View a Company Template: 

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. Company Templates will have 'Yes' recorded against them in the 'Company Template' column.
   
4. Click 'View' against the required Company Template.
5. The page will reload to display the selected template. 

To Use a Company Template:

1. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
2. A list of previously saved templates will be displayed.
3. Company Templates will have 'Yes' recorded against them in the 'Company Template' column.
4. Click 'View' against the required Company Template.
5. Click 'Copy Items to Current Order'.
6. A message will display confirming that items have been added to the cart.

To Create a Company Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Order page.
4. Click 'Save as Template' (or equivalent).
5. Enter a name for the template.
6. Tick the box marked 'Company Template'.
7. Click 'Save'.
8. A message will display confirming that the template has been saved.

To Add to a Company Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Order page.
4. Click 'Save as Template' (or equivalent).
5. Enter the name of the existing template that you wish to append to.
6. Tick the box marked 'Company Template'.
7. Click 'Append'.
8. A message will display confirming that the template has been saved/updated.

To Overwrite a Company Template:

1. Login as a registered user.
2. Browse or search for products and add them to the cart.
3. Navigate to the Shopping Cart or Current Order page.
4. Click 'Save as Template' (or equivalent).
5. Enter the name of the existing template that you wish to overwrite.
6. Tick the box marked 'Company Template'.
7. Click 'Overwrite'.
8. A message will display confirming that the template has been saved/updated.

To Delete a Company Template:

1. Login as a registered user.
2. Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
3. Company Templates will have 'Yes' recorded against them in the 'Company Template' column.
   
4. Click 'Delete' against the required template.
5. The 'Order Templates' page will reload, minus the deleted record.

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