FAQ

How do I delete an order template?

Old Interface

1. Open any purchase order line (POL).

 

2. Find the Save as template button. It may be in different areas depending on the POL status.

 

3. Select the existing template from the drop-down menu.

 

4. Click Delete.

 

5. You will see a message saying the template has been deleted.

 

 

New Interface

1. Open any purchase order line (POL).

 

2. 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 Delete.

 

5. Click the check mark icon.

 

6. You will see a message saying the template has been deleted.

 


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Answered By:
Kristen Fredericksen
Last Updated:
2023-06-26
Views:
15

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