Creating order templates on the customer web

If there are users who often book similar orders, you can let them create templates that can then be used as a basis for the orders. Templates for web orders can be created both on the web and in order reception and saved for each customer.

Activate the function

In order to create templates on the web, the function must be enabled in the internet order settings. This can be done as follows:

Click on Settings > Internet > Internet order settings.
Select the correct set of internet order settings in the list on the left.
Select the Use order templates checkbox on the General tab.
Click on to save all changes.

A checkbox to create templates and a drop-down list to select a template are now displayed on the web order page.

Creating templates in order reception

For information about how to create and use templates on the customer web, see Creating order templates on the customer web.

A template can be created in order reception and made available for web orders for the customer specified on the order. The order is given an order number, but is not displayed in dispatch or in the statistics, and only serves as a template. The next time an order is placed on the web, the user can select the template from the Choose existing template drop-down list on the order page.

This can be done as follows:

Create a new order and fill in the details you want to be included in the template.
Select the Internet template checkbox in the Settings box.
Give the template a name in the Template name field. The name will be displayed in the list of templates on the web for the customer you have specified on the order.
Save the order.

Tips!

Once the template has been saved, you can open it again and enter the order number in the template name so that it is easy to find the template if it needs to be modified or deleted, as the template name is displayed in the list on the web.

Dates in order templates

The order date entered when creating a template on the web is saved in the template. An order date does not have to be specified when creating the template unless it is mandatory for internet orders according to the internet order settings (Mandatory checkbox on the Fields on the order page tab).

If a template with a pre-filled order date is used, the following applies:

If the date in the template is in the future, that date will be used for the order that is created.
If the date in the template has already passed, the current date is set for the order that is created.

If Manual order date is selected in the internet order settings, a date must be entered manually on the order that is created, regardless of whether the date in the template is in the future or not.

If Manual order date is deselected in the internet order settings, but selected under Settings on the customer web, a date must be manually entered on orders created on the customer web.
If Manual order date is deselected both in the internet order settings and under Settings on the customer web, the current date is entered on the order.

Tips!

The Manual order date setting under Settings on the customer web can also be controlled from the Reference window in Opter.

Deleting web order templates

Users cannot delete order templates themselves on the web; this must be done by you in order reception, by deselecting the Internet template checkbox on the order that should no longer be a template. If the internet template is created in order reception, the order becomes a standard order so that also needs to be cancelled to ensure it does not appear in dispatch and the statistics. If the template is created on the web, it does not need to be cancelled as it is then counted as a scheduled order but is not used to generate scheduled copies.

It is not possible to search only for internet templates, but in the order check it is possible to select the Schedule templates search option, so that internet templates also appear in the list. The search can then be refined by entering, for example, the customer to find the right order.