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Supplier Order Templates

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Supplier Orders

Supplier Orders: Managing Order Templates

Save the products you order regularly from a supplier, so new orders fill themselves in.

Managing Order Templates

An order template is a list of products you order from a supplier regularly. Choose it when creating an order and the products are added for you. Templates are kept against each supplier, in Inventory Management > Supplier Orders > Suppliers.

One site

Log in to that site to create or edit the template.

All sites

Log in at Head Office to create or edit a template every site can use.

Create an order template

1

Log in to the right site. For a template all sites can use, log in at Head Office.

2

Go to Inventory Management > Supplier Orders > Suppliers and select Templates against the supplier, then select New Order Template.

3

Fill in:

Template Name

A name for the template.

All Sites

At Head Office only. Tick to make the template available to all sites.

New Supplier Order Template window

4

Select Save Order Template.

5

Select New Template Item. In the new row at the bottom, fill in:

Supplier Product

The product to include.

Quantity

Optionally, a quantity to fill in by default on new orders.

Order template items

6

Repeat for each product, then select Save Order Template.

The template can now be chosen when creating a supplier order.

Edit an order template

Editing a template doesn't change any past orders that used it.

1

Log in to the template's site. For a template used by all sites, log in at Head Office.

2

Go to Inventory Management > Supplier Orders > Suppliers and select Templates against the supplier. Find the template and select Edit.

3

Make your changes:

  • Change a quantity: update the Quantity on any line.
  • Reorder products: drag and drop the lines.
  • Add a product: select New Template Item and fill in the new row.
Order template items

4

Select Save Order Template.

1

Go to Inventory Management > Supplier Orders > Suppliers and select Templates against the supplier.

All company-wide templates, and templates for the site you're logged in to, are listed. You can't search or filter the list at the moment.

Name

The template name.

Created

When the template was created.

Last Updated By

Who last changed the template.

Delete an order template

This can't be undone

Deleting a template is permanent. You need delete rights to do it. Find out how user role rights work.

1

Go to Inventory Management > Supplier Orders > Suppliers and select Templates against the supplier. Find the template and select Edit.

2

Select Delete and confirm.

The template is deleted.

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