I Already Started My Order, How Do I Add A Template To It?

USING TEMPLATES IN ORDERS

If you have an order already started and want to add a template into it follow the below steps:

  1. From the order review screen (where you can add additional line items to your order)
  2. Scroll down to the bottom of the page and click on the (+) Templates button
  3. This will pop open the template window
  4. All the templates for the customer the order was started for will show up in the window
    1. Search for the template by template name or product style number
  5. When you find the template click anywhere in the template box
  6. You will get a warning that the configuration is going to be added to the order acknowledge and click ok

You can add a template to an order from the product configuration page as well, by followoing the below steps:

Configurations Tab

  1. Once on the product configuration page you will notice a Configuration tab on the far right of the screen
  2. Click on it and the window will slide open and here you will have quick access to templates for the product you chose for the customer you chose and the most recent past order.
  3. If you have a template or past order you wanted to use, you will be able to import the badge configuration
  4. The template / order name is at the top
  5. The top right of each box tells you the last time you used the template or placed the order
  6. To choose a template click on the box and you will get a warning about a adding the configuratino, click ok and it will import 
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