Order Templates


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. 


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


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.


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


  • 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.

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