Order Templates

When customers have repeat orders, you can setup order templates which are used in conjunction with Invoice Creation to save time on data entry. Items from a customer's order template can be transferred across to new invoices with a zero quantity and default prices. Users can then enter the correct quantity and price for each item line.

Once an order is posted as a picking slip or invoice, the item lines with a zero quantity are removed from the order.

There are three steps involved in setting up and using order templates:

1. Configure Micronet to use order templates.
2. Create debtor contracts with Order Template as the contract type.
3. Use order templates when creating invoices.