Creating Templates

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.

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...
    • If the field is clear, enter the new code.
    • If you are viewing an existing record, click the New New button button, and then enter the new code.

      Tip: If you are viewing an existing record, you can "copy" it to a new record by typing a new code over the displayed code, making any required changes to the other fields on the screen, and then adding the record.

  3. 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 Add to add the 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.