How do I create an order template?
Order templates in Alma allow you to save time by prepopulating the purchase order line (POL) with information such as vendor, price, and fund. Templates can be saved for either public (within your institution) or private use.
Old Interface
1. Open a POL and enter any information you want to save. For instance, you might want to use the vendor Coutts and the acquisition method Purchase.
2. At the top of the order, click "..." and then click Save as template.
3. Enter a template name and set "Public template?" to Yes if you want other people in your institution to be able to use it. Then click Save.
New Interface
1. Open a POL and enter any information you want to save. For instance, you might want to use the vendor Coutts and the acquisition method Purchase.
2. At the top of the order, click "..." and then click Save as Template.
3. Enter a template name and check the box next to "Public template" if you want other people in your institution to be able to use it. Then click Save.
