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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 guides
To View an Order Template:
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- Login as a registered user.
- Navigate to the 'Order Templates' page (usually located on the 'My Account' or 'Orders' menu).
- Click 'Delete' against the required template.
- 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.
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As a minimum, "Allow Creation of Company Order Templates" must be set to 'Yes' on the Customer and User Customer records in order to allow 'Save as Company Template' functionality. |
Step-by-step guides
To View a Company Template:
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