Step 1: Select trading and planning then Order Templates. Then select ‘Add New’
Step 2: Add in the relevant inputs for the template and press save at the bottom right of the screen once completed.
Site: Select the site that the template applies to
Order Type: Select the type of order: (Purchase, Sales, Stock Transfer)
Order Sub Type: Goods or Services
Template Title: Populate the name of the template e.g. Beef Buying Prices
Product Category: This will default to ‘All’, change if required to filter products which can be linked
Include Prices: Yes or No
Currency: Select the currency
Default Tax: Select the % of tax if any
Default Linked Trading Template: Select a trading template that prices will be automatically linked to if required.
Supplier Type: Select the type of supplier e.g. processor, cold store to filter options available
Default Supplier: Will select a default supplier, can be left as ‘Please Select’ if you would like to select when issuing the order
Default Supplier Contact: Will select a default supplier contact, can be left as ‘Please Select’ if you would like to select when issuing the order
Show intake Data to Supplier Users: Yes or No: If selected yes the supplier will be able to see the intake data.
Show Pricing to Supplier Users: Yes or No: If selected yes the supplier will be able to see pricing.
Tolerances active: Yes or no, if selected yes it will allow configuration of acceptable tolerances levels for orders
Responses Comments Enabled: If selected Yes responders can add comments into a comment box.
Delivered To: Allows you to configure who the product is delivered to and who is notified:
Off – No delivered to user
Company Site – A site within your business group
Supplier – Links to the Supplier Manager for Purchase orders and Customer Manager for Sales Orders
Delivery Instructions – Text field option
Company Site: Select the site
Delivered Supplier Type: Select the supplier sub type e.g. Producer or Processor
Delivered to Supplier: Select the supplier, can be left as ‘Please Select’ if you would like to select when issuing the order
Show Pricing to Delivered Users: If selected Yes the user is able to see the pricing
Completed By: Select off or Receiver or Sender to specify who will be required to complete order confirmation details.
Require Confirmation Number 1 (Naming convention setup in admin section): Yes or No option
Require Confirmation Number 2 (Naming convention setup in admin section): Yes or No option
Require Confirmation Number 3 (Naming convention setup in admin section): Yes or No option
Require Dispatch Date: Yes or No option
Require Secondary Units: Yes or No option
Supplier Update Price on Confirmation: Yes or No option, this will allow the supplier to update prices.
Default Product Price File: Select a price file you would like to link to automatically populate prices. Please note you cannot select to link by trading template and price file.
Line-Item Price Check: If Yes it will prevent the immediate finalising of orders that have line items with a price of 0
Set Max Value Limit: Prevent immediate finalising of orders that have line items / total value over a set of value.
Step 3: Once you press save it will take you to the template to populate various fields as per the below. You can add general notes which will be displayed on the order and create requests for information which will require the responder to complete a text response to the request.
Step 4: To add products select Add Products as per the below. Once you select this you have can choose the product category and the product code. You can search by product code and description and tick the products you would like to add. If you press Manage Company Products this will take you to the product file in the settings page. Press add selected at the bottom right once completed.
Step 5: The order in which products are displayed can be amended by clicking ‘Reorder Products’ and dragging the products into the desired order and clicking save order. Additional line level comments can be added, and products deleted from the template.
Step 6: Click Save Template at the bottom of the screen. You will have two options either Save or Save & Exit (this will take you back to the order manager)