What is an Order Template?
The Order Templates tool gives you, as a site Admin, a place to create pre-determined shopping lists and make them available to your users.
The Order Template concept works best for repeated orders, like a set of office supplies, a set of items that are stocked on a service truck, a set of safety supplies for a safety cabinet, a formulary of standard medical supplies for a patient room in a nursing home, etc.
Order Templates are unique to each user. Each order template is assigned an owner, and that owner can share the Order Template with other users who share their Customer Code. Each user can find their available Order Templates at www.yourDomain.com/ordertemplates
NOTE: RetailUser accounts can access only the Order Templates for which their username is the owner. RetailUser accounts cannot share Order Templates.
Users can add an item to an existing Order Template (or create a new Order Template) while shopping, from the SKU and SKU Detail pages. The intended use of Order Templates, however, is that an Admin would create them and assign the created Order Template to a user.
You must be a SuperAdmin or an Admin with the Users Area role to create, edit, or delete Order Templates.