Enter Customer Order Template

Explanation

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:

• From a predefined template (entered in Customer Order Template).
• From the customer's latest order
• From what the customer ordered during a specific period
• From a specific order number

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.

Prerequisites

This activity has the following prerequisites:

• Sales parts must have been entered.

System Effects

As a result of this activity:

• A template with customer order lines is created.
• The template can be used when customer order lines are added to a customer order to quickly fill in regularly ordered parts and quantities.
• The values that default from the template can be modified in the order line.
• Depending on if the line is a sales or a rental, order lines will be created in the corresponding tab on the customer order.

Pages

Customer Order Template

Activity Diagrams

Quick Customer Order Registration
Create and Maintain Package Part
Create and Maintain Sales Part
Create and Maintain Sales Part, CTO