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

Creating Order Templates

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. 

Existing Orders Templates

Existing Orders Templates can be retrieved and edited using the method defined below.

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. Next to the Template Name field at the top of the form, click the Search Ellipses button (the three dots ...) to the right of the blank text field.
   
   
   

5. Specify any desired search criteria such as Customer, Company, or Date Options.
   
   
   

6. Click Retrieve.
   
   
   

7. Locate the desired Template in the grid selected it.
   
   
   

8. Click OK. 
   You will be taken to the standard Template Manager screen to make any desired changes.