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Step-by-step guide

Add Order Template button 

To add the feature to the Product Detail Page, add the Add Product to Order Template Widget to the Product Detail page.

1. In the CMS, navigate to Content → Pages & Templates → Products. 
   
   
2. Select the Product Detail template. 
   
   
3. In the zone you want to add the widget, click Add a Widget at the bottom of the zone.
   
   
4. Type in Add Product To Order Template widget, then click Add a Widget.
   
   
5. The Widget will be added and opens for editing. 
   
6. Set the Layer to the appropriate audience (to keep it from appearing to public users):
   • Authenticated - ensures the widget only displays for logged in users. 
   • B2B - ensures the widget only displays to users in the B2B role (by default, they will be logged in)
     
     
7. Edit other widget options if required. See: Add Product to Order Template Widget. 
   
   
8. Click Save. The 'Add to Order Template' button will now display on the product detail page for the appropriate users. 

Add product to

order template (for the user)

When a user clicks the 'Add to Order Template' button, a modal window launches. Product quantity can be changed from the default number. The user can choose to create a new order template or append the product to an existing template (if there is one).   

Append to an existing template

To append to an existing template:

1. Select the Append to existing template radio button.
2. In the Template Name dropdown, select the template.
3. Click Save Template or Save Template and Close. 

Create a new template

To create a new template:

1. Select the Create a new template radio button.
2. In Template Name, entera name for the template.
3. If this template can be used by other users associated with this Customer Code, tick Company Template.
4. If this template can be used only by users with this Role, tick Role Template.
5. Click Save Template or Save Template and Close. 

Additional Information

Related help