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Create order templates
Create order templates
Duygu Demir avatar
Written by Duygu Demir
Updated over a year ago

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 on the “Create Template” action that is visible on the right top corner of your page.

  • Name your template according to how you would like to use it.

  • 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: You can assign the resources, planning groups or prices to your template which will also be completed if you afterwards set up new orders, 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.

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