Order Templates


Overview

Templates are used as the basis for order creation in Supplyit. Although orders can be created without a template, locations often use templates to automate order generation based on the values and preferences set in the template and the primary location's order generation preference. A location can create one template for each contact, shift and order type. 

Benefits

Templates reduce the time required to create orders. Templates allow a location to forecast orders and to automatically create orders.

Prerequisites

Order templates can only be created for standard and customer locations. A shift must exist in the account before a template can be created.  In order to create a work order template the location must first have a catalog of products in its location.  These can be added by clicking on Administration > Catalog.


Navigation

Location Console > Orders > Templates

Working with Templates


To create a template specify the the type (purchase, work, sales), the shift and the contact (for sales and purchase orders templates only). 

Edit or Add Template

Actions:

  • Add - additional products not on the template but available in the catalog.
  • Remove products on the template by checking the product and then Remove and Save Changes.
  • Columns:
    • Quantities update product values by day of the week to be used in orders.
    • Date Range displays start and ends date of products if applicable.  Dates determine when a product will be included in orders.  
    • Forecasting allows management of product properties used when forecasting is enabled.  When enabled the template values are no longer relevant.
  • Clone allows you to choose fields from a source product and copy them to one or more selected products.
  • Edit All opens all quantity fields on the template.
  • Edit Day of Week opens all quantity fields for that day.
  • More - Details will display Min/Max/Round by rules.
  • Apply to Open Orders will allow you to Add, Update, Delete products in existing open orders after making changes to the template.
  • Dates represent the order values for orders.  The dates roll over from week to week.  



Order Generation Lead Time =  # of days orders will generate in advance of the current day. For purchase orders, your supplier is the primary location and determines the lead time.


Symbol Guide:



Tips & Tricks

  • Templates only display active products. To see inactive products, click more, filter and remove the active items only filter.
  • Templates can not be deleted until all of the products on it have been removed. If there are inactive products on the template, they must also be removed.
  • Template product values are meant to represent a desired order quantities for a product for each day of any week. Do not use the start and end dates on products to represent the current week. Dates should be used to restrict when a product will appear on orders. Supplier date rules override order template dates when related to product availability.

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?