USING TEMPLATES IN ORDERS If you have an order already started and want to add a template into it follow the below steps: From the order review screen (where you can add additional line items to your order) Scroll down to the bottom of the page and click on the (+) Templates button This will […]
Category: Templates
How Do I Start An Order From My Template?
START AN ORDER FROM A TEMPLATE To use your template as a starting point for an order do the following: Go to the menu and click all Templates Search for the customer, template name, or product style to find your template When you find the template – on the far right under Action click ORDER […]
How do I Create a Template?
CREATING TEMPLATES Each template is “one” product configuration. Using templates will speed up order placement, we highly recommend you use this feature. Remember when naming templates you do not need to include department name, your template is already associated with that department. Use something like Chief hat badge… etc.There are two ways you can create […]