Managing ordering templates

Fred Office Plus

Ordering templates enable you to save your favourite order draft settings, so you can quickly use them again later.

You might need to adjust your ordering templates when you configure new suppliers.

Create an ordering template

1. Go to Ordering, then select Drafts, then select New.
2. Select Use Wizard to Add Items, then click OK.
3. Select Create New List and click Next.

4. Go through each step of the wizard selecting the options required.

   Refer to Creating draft orders with the Draft Wizard

5. On the final step, click Check this box to allow saving of this template, then enter a template name.
6. Click Finish.

Edit an ordering template

1. Go to Ordering, then select Drafts, then select New.
2. Select Use Wizard to Add Items, then click OK.
3. Select Load Saved Template.
4. Use the dropdown to select the template to edit.
5. Select Allow me to edit this template, then click Next.
6. Go through each step of the wizard selecting the options required, with particular attention to the Supplier Details section.
7. Click Finish to save your changes.

Delete an ordering template

1. Go to Ordering, then select Drafts, then select New.
2. Select Use Wizard to Add Items, then click OK.
3. Select Load Saved Template.
4. Use the dropdown to select the template.
5. Click the X button to delete the template.
6. Click OK to confirm you want to delete the template.
7. Click Cancel to close the wizard.