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 templates, from the menu and from an order, both are outlined below.

Creating a Template from the Menu

  1. Go to menu Templates / New Template
  2. Give your template a unique name (do not use department name) i.e., Captain shirt badge
  3. Configure the product
  4. Click add to template
  5. Review and if ok click Close (you will be brought to the template dashboard. Your template has been created)

Creating a Template from an Order

  1. If you are creating an order and have a product configuration on your order you want to save as a template
  2. From the order review screen find the line item you want to save
  3. In the bottom right of the line item click on the ITEM ACTION / Template
  4. The template window will pop up, name your template
    1. Note it is already linked to your customer no need to use customer name in template name
  5. Click create
  6. The window will close and green box will pop up above ITEM ACTION saying completed
  7. Congratulations your template is created
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