How do I create and maintain an order template or company template?

IN PROGRESS

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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