Setting up a template for standard Sales Orders in the Customer Portal.
Overview
A User accessing the Customer Portal can set up a template of stock items that they might buy regularly from the Supplier that they are associated with. This allows the User to efficiently add that selection of items when they're creating a Sales Order.
Customer Portal
When the CRM User logs in to the Customer Portal, the Template option is located on the left menu bar.
- Click Template.
Create New Template
In the Templates screen:
- Click Create new template.
In the Create New Template screen:
- Description: Add a Description for this template. The numeric code for the Template will be created automatically.
- Click Confirm.
Add Items to the Template
In Add items section of the Template screen:
- Stock: Select the first Stock item from the dropdown list.
- Quantity: Enter the quantity of items.
- Click Add line.
- Add more lines as required.
When you have added all the items you need for this template:
- Click Save and Close.
Add an Order using a Template
From the front menu:
- Click Orders.
In the Supplier Orders screen:
- Click Create new order.
In the Create Order screen, you can add items individually or add items from a template. To add from a template:
- Stock template: Select the template you want from the dropdown list.
- Click Add template items.
This adds all the items from the selected template to this order. You can adjust anything for a stock item line if necessary, or add any further items that you need.
When your order is complete:
- Click Finish and send to supplier.
On the Supplier Orders screen, (click back to the home screen and click Orders), your order will show as Confirmed.
You can double click the line or click the eye icon in the View column to review the order.
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