Templates

Articles

Overview of Templates
Information about using templates to streamline repetitive tasks.
Building a Template
Steps for creating a new template from scratch or from an existing order.
Using Templates in Orders
Steps for using templates to speed up order entry.
Using Templates for Purchase Orders
Steps to assign templates for quicker order entry.
Using Templates for Shipping Charges
Steps to prepare templates that automate shipping charges.
Using Templates in Campaigns
How to use templates in the Campaigns module.