Managing Templates
You can change all the information in a template at any time, except the identifying code.
Note: You must use the Order Type field (on the Order tab) and the Customer Type list (on the Customer tab) to specify the order type and customer type for each template. All other information is optional.
Before you start
- Before deleting a template, check that it is not the default template for entering orders. If it is, use the O/E Options screen to change the default template code (or leave it blank).
To edit a template:
- Order Entry > O/E Setup > Templates.
- In the Template Code field, enter or select the code for the template you want to change.
- Change template settings, and then click Save to save your changes.
Note: Changing a template has no effect on current orders. You will see the changes the next time you select the template for a new order.
To delete a template:
- In the Template Code field, enter or select the code for the template you want to delete.
- Click Delete.