FAQ

How do I edit an order template?

You can edit an existing order template or use it to create a new order template.

Old Interface

1. Create a purchase order line (POL) using the existing template.

 

2. Make any necessary changes to the POL.

 

3. At the top of the order, click "..." and then click Save as template.

 

4. Enter a new Template Name if you want to create a new order template from the existing one. Select the existing template from the drop-down menu if you want to make changes to the existing one.

 

5. Click Save.

New Interface

1. Create a purchase order line (POL) using the existing template.

 

2. Make any necessary changes to the POL.

 

3. At the top of the order, click "..." and then click Save as Template.

 

3. Toggle the radio button from "Create new template" to "Update existing template."

 

4. Select the existing template from the drop-down menu and click Save.

 

5. Click Confirm.


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Answered By:
Kristen Fredericksen
Last Updated:
2025-05-02
Views:
17

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