Order templates allow you to duplicate one order to multiple orders fast and easy. It may help you if you want to create the same order for the different customers or the different stores of the same customer.
Creating an order template
To create an order template, you need to choose the order placed which you would like to be a template and complete the steps below.
- Go to the menu Sales > Orders
- Click to open the relevant order
- Click on the three dots menu on the right and click the button Save as template
- Set a name to the order template and Save
You can find the order template at the Sales > Order templates menu.
Creating new order from an order template
Once the order template is created, you may use it to create an order. To do so:
- Go to the menu Sales > Order templates
- Click the button Create order symbol
- Select or create a customer
- Complete the order-taking process and Send the order
Deleting an order template
To delete an order template:
- You may go to the menu Sales > Order templates
- Click to open the relevant order
- Click the Delete button
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