How to use Customer Order Template to create a new order in Cloud

You can find it under the Operations button after creating and saving the header. This only applies to the customer order lines though, if you want to use the header I think you can use the duplicate/copy options.

Hi @prnopl ,

I suggest you to check the below option suit for your requirement.

Create new customer order and save it. Then search the order and do “save search”.  Then it will be there under saved searches. You can use that as a template when creating new orders.

Furthermore you can user that search  as the start up behavior.

You can Book mark the customer order too.

Hi @prnopl 

When referring to the Customer Order Template functionality you can refer to below steps to use a defining a template with containing the parts and quantities that the customer usually buys.

Steps to define a Customer order template

When using templates, you can choose to select the suggested lines from the following:

• A predefined template (entered in Customer Order Template).
• The customer's latest order
• The customer's latest quotation
• The customer's orders during a specific period
• The customer's quotation requests during a specific period
• A specific order number
• A specific quotation number

You can connect a default template to a customer in the Customer/Sales tab.

Example: 

01. Predefine a Template in Customer order Template window

02. Connect to the relevant Customer under Sales tab

03. Create Customer order and Navigate to Create lines from Template under Operations tab

Hope this helps.