This activity is used to create customer order templates, which can help simplify entering sales quotations or customer orders. Instead of entering all the order lines manually, you can choose to use a template listing the parts and quantities that the customer usually buys or rents. This facilitates faster and more efficient order entry.
When using templates, you can select the suggested lines from any of the following:
You can connect a default template to a customer in the Customer/Sales/Sales tab. You can also add a template directly on the customer order by clicking Operations and then clicking on Create Lines from Template sub command in the Customer Order page.
This activity has the following prerequisites:
As a result of this activity: