Edit Order Templates (A, G, C)

Edit Order Templates (A, G, C)

Edit Order Templates (A, G, C)

Editing your Order Template allows you to:

·     Add/remove products

·     Edit assigned accounts

·     Edit product categories

·     Edit the template department

·     Edit par levels

·     Rename the template

 

You can edit your Order by following the steps below:

 

1)       From your homepage, navigate to Ordering -> Templates -> Order Templates.

2)       Select Edit on the right-hand side of the template you wish to make changes to.

      a.        To remove items: select Delete from the right-hand side of the row.

      b.        To add items: search from the product within the Supplier Products Available list below. Choose products by using the Add to Template checkbox, then select the Add to Template button to confirm.

3)         Select Update Template or Save as new Template at the top of the page to save and finalise. 

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