Create Order Templates

Templates are used to pre-define items that a Customer orders on a regular basis. They are also used to set pricing rules.

Pre-Requisites

1. Customers
2. Items
3. Optional: Markets Sources
4. Optional: Market Types
5. Optional: Market Regions
6. Optional: Market Formulas
7. Optional: Price Groups

Step-by-Step guide

1. Access the Orders module.
   
   
2. Click Maintenance.
   
   
3. Click Template Manager.
   You are automatically placed into a "Create New Template" mode.
   
   
4. Specify a Template Name.
   
   
5. Specify a Customer.
   
   
6. Optional: Specify a Price Group, Customer Location, Company, Division, or other header fields.
   
   
7. In the Template Lines grid, specify an Item #.
   
   
8. Optional: To use Market Pricing:
   
   1. Specify a Pricing Method of "Market."
   2. Specify a Formula.
   3. Specify a Source.
   4. Specify a Region.
   5. Specify a Type.
   6. Specify an Amount Differential. This will be the difference from the market. For example, -0.05, would take $0.05 off of the Market Price.
      
      
9. Optional: To use a Fixed Price:
   1. Specify a Pricing Method of "Fixed."
   2. Specify an Amount Differential. This will be the actual fixed price. For example, 1.25, would be a $1.25 Fixed Price.
      
      
10. Optional: Specify other line item fields such as Quantity, Date, Comments, or other detail fields. 
    
    
11. Blank lines will automatically appear at the bottom of the grid when inserting a line. If desired, add any additional Item lines to the Template. Follow step #7 to #10 for each new line.
    
    
12. Click the Save.
    The template should now be usable for the Customer specified.