- Template Name:
. You can create a new template by typing in the new template name.
. Or click the Search Ellipses button to the right to search for existing templates.
- Price Group:
. Price Group were created to group a list of customers under a Super Customer, or a list of customers for different pricing categories.
. You can create or search for an existing Price Group template.
- Customer:
. You can create a new template or search for existing customer templates.
- Location:
. You can create a new template or search for existing customer location templates.
- Company:
. You can create a new template or search for existing company templates.
- Division:
. You can create a new template or search for existing division templates.
- Active From/To:
. You can create or search for template(s) for a date or a range of dates
- Day of Week:
. You can create or search for template(s) by day of week - Sunday, Monday, etc...
- Base Date:
. You can create or search template(s) by Order Date, Ship Date, or Delivery Date.
- Template For:
. You can create or search template(s) by Template type category - Order, Invoice, or Both.
- Restrict Template:
. If this checkbox is check, it means this template is restricted, and the user cannot add any items that are not setup in this template when creating a new customer order.
- Default Template:
. If this checkbox is checked, the system will automatically load this template when creating a new customer order.