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

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 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 templates exist in two types:

1. Order Templates
2. Company Templates

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.
   
   

Creating an Order Template:

Viewing an Order Template:

Adding to an Existing Order Template:

Overwriting an Order Template:

Deleting an Order Template:

Company Templates

Using Company Templates:

Creating a Company Template:

Viewing a Company Template:

Adding to a Company Order Template:

Overwriting a Company Template:

Deleting a Company Template:

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

Related articles