You can use templates to quickly build orders. Follow the steps below.
- While building a new order, click the Actions menu and select Build Order from Template. The template selector appears.
- From the left column, locate the template(s) you wish to use in the order. Click the name to move the selection to the right column.
Note: You may select more than one.
- When finished click Save. The information stored in the selected template(s) is copied to the new order record. See the comparison below.
- Complete the order and click Save.