Creating Templates

Learn more

Managing Templates

Setting Up Order Entry

O/E Templates Screen

Order Entry templates are optional. They supply default customer and order information for new orders and new credit notes.

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.

ClosedBefore you start

Create ship-via codes for the delivery methods and carriers you use.

To create a template:

  1. Open Order Entry > O/E Setup > Templates.
  2. In the Template Code field, enter a code for the new record. More...
  3. In the Template Description field, enter an optional description for the new template.
  4. On the Order tab, select the order type, and then specify other order settings to use for the template.
  5. On the Customer tab, select the customer type, and then specify other customer settings to use for the template.
  6. Click Save to add the template.
ClosedAfter creating a template

Open the O/E Options screen and select one of the templates you have added as the default template code. The information specified in this template will appear when you add a new order, and can be changed as needed for each order.

Published: September 11, 2020
© 2020 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks