Understanding the Use of Templates with Order Processing

You can use templates to enable speed order processing by displaying a customer's most frequently ordered items. A template is a system-generated list based on the past orders of customers. Using templates reduces errors and redundant data entry.

You can set up a default template that you can use for any customer, set up customer-specific templates, and select from any available template that is set up on the system. The processing options for the P4210 program enable you to specify a default template to use or whether to retrieve the template based on the sold-to or ship-to address from the customer's billing instructions. The system displays the Order Template form when you enter the sales order using the P4210 program. If the customer has a template set up, the system retrieves and displays that template during order entry. If the customer does not have a template, the system displays the default template.

You can complete order information using templates in this way:

• Copy all items and quantities on the template.

• Change item and quantity information on a line-by-line basis.

• Do not provide quantity information for those items that you do not want to add to the sales order.