Order Templates: Difference between revisions
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Revision as of 12:50, 11 May 2011
An order template is a set of pre-configured information which can be used to pre-fill an order. An order template is therefore very similar in data content to an order, except in respect of the collection and delivery dates, which can be stored as an offset from a specified date. The screen which is used to create and edit order templates is therefore very similar to the order entry screen.
Use of Individual Order Template
By selecting a template ID when creating a new order, the information from the template is used to populate the order. Also, modification to an existing order can be effected by changing the template, or by assigning a template to an order which was created without a template. Doing so will cause every field of the order which has a corresponding field in the template to be updated.
User’s Default Template
An Order template can be associated with a user, so that whenever that user creates a new order, it is automatically populated with information from that template.
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