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.
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 templates can also be stored at a company level, enabling all users associated with that company to view these templates also.
Order Templates
Step-by-step guide
Using Order Templates
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders. You will see any previously saved Templates.
- Select View on the Order 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.
- You can adjust the quantities of the products in your templates before they are copied to your current order
Creating an Order Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of the template.
- Select Create or Save or equivalent.
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Order Template just created.
Viewing an Order Template
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
- Select View on the Order Template you would like to view.
Adding to an Existing Order Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of an existing template that you wish to append to.
- Select Create or Save or equivalent.
- Select Append
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Order Template that has been updated.
Overwriting an Order Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of an existing template that you wish to append to.
- Select Create or Save or equivalent.
- Select Overwrite.
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Order Template that has been overwritten.
Updating an Order Template
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
- 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.
Deleting an Order Template
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
- Select Delete on the Order Template you would like to delete.
Company Templates
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:
- 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.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- 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.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User Customer record.
- Requires setting "Allow Creation of Company Order Templates" set to "Yes" against User record.
Customer
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User Customer:
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User
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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 Order Templates page on the site. Usually this is under My Account or Orders. 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.
Creating a Company Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of the template.
- Check the box marked "Company Template"
- Select Create or Save or equivalent.
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Company Template just created.
Viewing a Company Template
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select View on the Company Template you would like to view.
Adding to a Company Order Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of an existing template that you wish to append to.
- Check the box marked "Company Template".
- Select Append.
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Company Template that has been updated.
Overwriting a Company Template
- Browse or search for products and add them to the shopping cart.
- Navigate to the shopping cart or orders page.
- Select Save Order to Template or equivalent.
- Enter the name of an existing template that you wish to append to.
- Check the box marked "Company Template".
- Select Overwrite.
- A message will display that order has been saved.
- Navigate to the Order Templates page.
- Select View on the Company Template that has been overwritten.
Deleting a Company Template
- Navigate to the Order Templates page on the site. Usually this is under My Account or Orders.
- Company Templates will have "Yes" recorded against them in the "Company Template" column.
- Select Delete on the Company Template you would like to delete.
Good to Know