How to Create a Sales Order Template

What is a sales order template?

Sales order templates make it easy to add a set of items that you regularly sell to an order without having to search individually for each item.

To create a template:

1. Navigate to Orders > Sales Orders > New Order
2. Select a customer and add the desired items
3. Press Templates on the left side above the item list
4. Press Save current order as a template at the bottom of the panel
5. Enter a name for the template and press Create
6. Close the template panel

To apply an existing template:

1. Start a new sales order
2. Select the desired customer
3. Press the Templates button
4. Find the template you'd like to apply and press Use—you should now see all the inventory and non-inventory items (and their associated quantities) auto-populate from your template

Note that sales order templates do not affect price defaulting for inventory items. Prices will still populate based on the same logic used when adding an item from the standard product search, based on your organization's Choose prepopulated price when adding new items to a sales order setting in Settings > Orders.

You can also create templates for purchase orders. See the link below for more information.

• How to Create a Purchase Order Template