Setting Up Templates

You can speed up and simplify order entry by setting up templates. Templates provide default settings which appear when you add a new order or credit note.

Adding templates

You use the Templates form to add templates for your system. For each template, you specify the order type and customer type. The other information in a template is optional.

Selecting a default template

After setting up your templates, select one as your default template on the Processing tab in the O/E Options form.

Multicurrency ledgers

The currency of the tax group assigned to a template determines the currency of the template. You must use a template that matches the currency of your customer.

Templates are printed on the Templates report. You can edit templates as needed.

See also

Templates form

Steps for Setting Up Order Entry