Articles
Building a Template
Presents steps for creating a new template from scratch or from an existing order.
Using Templates in Orders
Provides steps for using templates to speed up order entry.
Using Templates for Purchase Orders
Provides steps to assign templates for quicker order entry.
Using Templates for Shipping Charges
Explains steps to apply a template to an order for standardized shipping charges.
Using Templates in Campaigns
Explains how to use templates in the Campaigns module.
Overview of Templates
Presents information about using templates to streamline repetitive tasks.
Overview of Template Items
Provides a summary of features of the Template Items module, such as related records and template item information.