Create a template
An order template can be used if you want to set up the same order multiple times. Below you can find step by step how to create a template.
Navigate to ORDERS > Templates.
Click 'Create Template'.
Name your template according to how you would like to use it.
Create a RECURRING order template, toggle 'Recurring order / Schedule' on:
The schedule will show in the template order details and can be updated directly using the Edit icon.
Fill in the template details just like in order creation
Set default values for fields like shipment type, weight and products details, and load/unload instructions and references.
Save it.
Note: Assign the resources, planning groups or prices to your template and these will be setup on new orders created using the template functionality.
Once you have set up a template, you can create orders in bulk.
Cancel a template
Navigate to Orders > Templates.
Click on the template that you would like to cancel.
Click on “Cancel order” and confirm that you would like to cancel the order.
Once your template has been cancelled, it will have the status 'Cancelled' and will automatically disappear from your templates list.
It will show in the Cancelled tab on the Orders list page.
