https://www.high5software.com//mediawiki/index.php?action=history&feed=atom&title=Creating_Order_Templates 2026-05-13T20:23:25Z Revision history for this page on the wiki MediaWiki 1.35.11 https://www.high5software.com//mediawiki/index.php?title=Creating_Order_Templates&diff=1147&oldid=prev 2011-06-11T19:17:01Z

<p>Created page with &quot;If you find that you are creating the same service or install order frequently, you may want to create a template for the order to save time. &#039;&#039;&#039;Create the template:&#039;&#039;&#039; # ...&quot;</p> <p><b>New page</b></p><div>If you find that you are creating the same service or install order frequently, you may want to create a template for the order to save time.<br /> <br /> &#039;&#039;&#039;Create the template:&#039;&#039;&#039;<br /> <br /> # Open an existing order or create and save a new order you want to use as a template.<br /> # Click &#039;&#039;&#039;Actions&#039;&#039;&#039; &gt; &#039;&#039;&#039;Save as Template&#039;&#039;&#039;.<br /> # Type the template name in the &#039;&#039;&#039;Save As Template&#039;&#039;&#039; window. Click &#039;&#039;&#039;OK&#039;&#039;&#039;. <br /> <br /> <br /> <br /> &#039;&#039;&#039;The template is created. Now to generate another order with this template:&#039;&#039;&#039;<br /> <br /> # Go to Service or Install.<br /> # Click &#039;&#039;&#039;Actions&#039;&#039;&#039; &gt; &#039;&#039;&#039;Create From Template&#039;&#039;&#039;. (image below)<br /> # Select the template in the &#039;&#039;&#039;Select template to apply to order window&#039;&#039;&#039;. Click &#039;&#039;&#039;OK&#039;&#039;&#039;.<br /> # The &#039;&#039;&#039;Search&#039;&#039;&#039; window will open. Double click on the company you want to create the order for.<br /> # The order is created based on the template selected.<br /> <br /> <br /> [[File:Template.jpg]]<br /> <br /> <br /> <br /> To edit the template, you must edit the original order you created the template from.</div>

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