This guide explains how to create new templates. It is intended for general users.
To streamline repeated processes, you can create templates for orders, invoices, shipments, purchase orders, purchases, and campaigns. You can build a new template in two ways:
- Manually populating the needed information
- Populating the information from an existing record
This guide uses orders as an example.
Manually Populating a Template
- Navigate from Main Menu > Order Setup > Templates.
- In the menu bar, click New. Select the desired template type (e.g. order).
- At the new record's detail view, enter the template details as needed.
- Click Save and Activate.
Populating a Template from an Order
- Navigate from Main Menu > Order Setup > Templates.
- In the menu bar, click New. Select the desired template type.
- At the new record's detail view, click Actions > Build Template from Order.
- In the Orders Selector screen, use the Quick Search bar to locate the desired order and select it.
- Edit the template as needed (see above).
