Templates Form — Overview
Use this tab to:
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Speed up and simplify order entry by setting up templates to provide default settings which appear when you add a new order or credit note.
For each template, you must specify the order type and customer type. The other information in a template is optional.
Click here for tips on using forms in Order Entry.
Click the links below for help on using the corresponding tabs:
After adding or changing templates
Print the Templates report to check the new information and to update your printed records.
See also