*New - Inline Editing: Order Templates

Modified on: 2018-10-04 11:58:22 -0400


Overview

Inline editing allows quick changes to be made to editable fields without going to a new page.


Navigation

Location Console > Orders > Templates > Edit


Product quantities display in the default view for templates. Select Columns from the menu and choose Date Range or Forecasting from the Column Selector to view and edit those fields.



When viewing product quantities, a single day of the week can be edited for all products with the Edit button that appears under each day of the week. 



The Edit All button will open every editable field when viewing product quantities.



The Clone feature should be used to enter like quantities for multiple fields.


Cloning Product Quantities

  • Choose Edit or Edit All to open quantity fields
  • Enter data for one product or choose product that has existing data to be copied
  • Select the products that require the same data to be entered (Be sure to include the original product that is being cloned.)
  • Click Clone
  • Select the source product from the drop-down menu
  • Choose the fields that should be cloned
  • Clone Using Selected Source
  • Save Changes


Cloning Date Ranges or Forecasting

  • Enter data for one product or choose product that has existing data to be copied
  • Select the products that require the same data to be entered (Be sure to include the original product that is being cloned.)
  • Click Clone
  • Select the source product from the drop-down menu
  • Choose the fields that should be cloned
  • Clone Using Selected Source
  • Save Changes


Best Practices

  • Allows the location to update order quantities for an entire week prior to orders generating.
  • Use the tab key to quickly navigate from field to field.
  • Use Select All to quickly choose all products.
  • Use this link to apply template changes to any open orders.





Did you find it helpful? Yes No

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