Quick-Order Templates can be used (under Bulk Add Items) to add entire stored lists of items to quickly build a Quick-Order form. For example, you can create a stored list (that you create/manage) of items as a Template for a specific customer that might be common across many customer locations and then when you build a new Quick-Order form for the customer, you can add the items from the Quick-Order Template as a starting point for the new Quick-Order form. In the same way, you can also use Quick-Order Templates to Bulk Add Items when you are working with a Remote Order form.


Click/touch to edit an existing template

To create a new template, click/touch New Quick-Order Template form the right fly-out menu.


To create a new template, give the template a name and click/touch to proceed with adding items to the template and organizing the items within logical groups (globally known as "shelves").

Editing an existing template follows the same approach.

  • Deleted:  Checking this box flags the Quick-Order Template as deleted.  This does not permanently delete the file.  It can be “un-deleted” by unchecking this box.
  • Locked:  Checking this box prevents other users from modifying the setting for the Quick-Order Template.  This check-box is enabled for a specific set of users:
    • The user that created the Quick-Order Template
    • Users in the “Administrators” role
    • If the template was created by a Sales Rep then Sales Managers that the Sales Rep is assigned to
    • If the template was created by a Customer then Sales Managers that the Customer is assigned to by Ship-To
    • If the template was created by a Customer then Sales Reps that the Customer is assigned to by Ship-To