Using Templates in Orders

Templates can help you build complicated or standard orders more quickly:

  1. Navigate to Order Management > Orders.
  2. Click New.
  3. On the new order detail view, click Actions > Build Order from Template
  4. In the left column of the Templates Selector, click the desired template(s) to move them to the right column.
  5. Edit the order as needed, removing or adding line items.
  6. Click Save.

Information prepared in the selected template(s) is copied to the new order record, as shown in these comparison screenshots: