This guide explains how to efficiently build orders using templates. It is intended for general users.
Creating a template can help you build complicated or standard orders more quickly.
- Navigate from Main Menu > Order Management > Orders.
- Click New and select one of the three options: Sales, Production, or Service.
- On the new order detail view, click Actions > Build Order from Template.
- In the left column of the Templates Selector, click the desired template(s) to move them to the right column, then click Save:
- Edit the order as needed, removing or adding line items.
- Click Save and Open.
aACE copies the prepared information in the selected template(s) to the new order record, as shown in these comparison screenshots.
