Save time and streamline your order creation process with Order Templates! This feature is designed to make initial data entry much easier when creating orders in Flows. If you have customers who place recurring orders, you can set up a template with their information and apply it with a few clicks.
Creating an Order Template
You can access Order Templates from the menu: Organize > Templates > Orders.
When creating your Order Template, you'll need to enter the following mandatory fields:
Template Name: This is the name you'll select when creating an order.
Order Name
Priority
Shipping Type
You can also pre-fill other optional fields:
Owner
Shipping Name
Shipping Address
Shipping / Tracking #
Customer Email
Customer Name
Any other custom order fields that have been created for your bureau.
Remember - all information entered in a template can be edited within each individual order later on.
Once you've entered the details, click the Save button in the top right corner.
Applying an Order Template
Once you have created a template, applying it to a new order is quick and easy!
On the Order Page, look for the Select Order Template field in the top-left corner.
From the dropdown menu, choose the name of the template you want to use.
The template details will automatically populate the order fields.
You can then make any amendments as needed to the order information, such as editing the priority or specifying a due date.
Why Use Order Templates
Order templates will help you to:
Save time on data entry for regular customers
Reduce errors by pre-filling consistent information
Streamline your order creation workflow.
We hope this functionality significantly speeds up your order creation process! If you have any suggestions for further improvements, just reach out to us at support@authentise.com.