Using templates in orders

You can use templates to quickly build orders. Follow the steps below.

  1. While building a new order, click the Actions menu and select Build Order from Template. The template selector appears.
  2. From the left column, locate the template(s) you wish to use in the order. Click the name to move the selection to the right column.
    Note: You may select more than one.

    Select Template.png 
  3. When finished click Save.  The information stored in the selected template(s) is copied to the new order record. See the comparison below.

    Template_to_Order.png 
  4. Complete the order and click Save.

See Also

How to build templates

Using templates for shipping charges

 

 

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