HOWTO: Create a New Template

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Contents

Overview

The purpose of this document is to show how to create order templates. Order templates are recommended for businesses that repeat certain orders for customers.

Procedure

Order Template

  1. Create a new Order, see HOWTO: Create a New Order.
  2. Go to 'Create -> New Template' or press 'Ctrl + t'.
  3. You will prompted for a description. Label it as descriptive as possible, putting the most important information at the start of the description.
  4. Press 'OK'

Bill Template

  1. Create a new Bill, see HOWTO: Create a new Bill
  2. Go to 'Create -> New Template' or press 'Ctrl + t'.
  3. You will be prompted for a description. Label it as descriptive as possible, putting the most important information at the start of the description.
  4. Press 'OK'
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