Order Templates

In some cases you may want to set up lists of items that you can import so that all items for a particular supplier appear on a list instead of having to select items from the list every time you create a new order. To do this you can create a template of the customized list to used at anytime.

 

To Create an Order Template

  1. Click Orders    from the Button Bar.

  2. Or from the Upper Menu, click Purchasing | Orders

  3. The New Order Worksheet will open.

  4. Click New.

  5. In the Order Window, choose a supplier or choose ALL suppliers, and select a list of items that you would like to include in the template.

  6. Under Template, click Save.

  7. Type in a Name for the template.

  8. Click Close.

 

To Load a Template

  1. Click Orders    from the Button Bar.

  2. Or from the Upper Menu, click Purchasing | Orders.

  3. The New Order Worksheet will open.

  4. Click New.

  5. Under Template, click Load.

  6. Select the template and click OK.

 

To Delete a Template

  1. Click Orders    from the Button Bar.

  2. Or from the Upper Menu, click Purchasing | Orders.

  3. The New Order Worksheet will open.

  4. Click New.

  5. Under Template, click Load.

  6. Select the template that you want to delete and click Delete.

  7. Click Close.