Create purchase order template

To create purchase order templates first choose from the upper menu Purchase and then choose ORDERS.

When clicking on the tab Template, you will be shown the list of available order templates.

NB! If there are more than 20 templates found, the list will be shown on several pages.

To start creating a new template, click on the icon New Template.

Start 

Enter the following information about the template:

• Template name - free text entry 
• Buyer's branch - pick required from the list  
• Supplier - pick required from the list

After you have entered the information you can continue creating the template by clicking the button NEXT. If you do not want to continue just click on the button CANCEL.

Add products

To search for products by using their code, GTIN or description, enter the product's necessary info in the „Search“ window and click on the Loop icon. You have to enter at least 3 symbols.

To search for required products from product groups, click under the Browse products on the product group name. The list of products from this product group will be shown below. In case group has subgroups, pick a required subgroup.

In the list you can see the following information about each products:

• GTIN
• Supplier product code 
• Buyer product code 
• Product description
• Package - numeric field
• Package qty - numeric field
• Qty
• Unit
• Base price 
• Disc. % 
• Price 
• Amount 
• Country 

You can also enter additional row. To do so, click on ADD.
You can cancel creating a template by clicking on CANCEL and verifying the cancellation.
You can continue creating the template by clicking on NEXT.

Basket

In the basket view you will see all of your chosen products with the previous information.

You can cancel saving a template by clicking on CANCEL and verifying the cancellation.
You can delete the previously created template by clicking on DELETE TEMPLATE.
You can save the template by clicking on SAVE.