Purchases

Order Template Master

The Order Template Master creates or edits a purchase order template with pre-defined items, sizes, and charges.

General

Name

Template name.

Vendor

Default vendor for orders created from this template.

Items Tab

Pre-loaded items that are included when generating a purchase order from this template. Use Sort and Search buttons to organize the list.

Item Search

Finds an item in the template list.

Item Sort

Re-orders the items in the template list.

Item Number

Item number or scan code.

Description

Auto-populated item description.

Size

Default ordering size.

Department / Subdepartment

Item’s department and subdepartment classification.

Charges Tab

Default charges applied to orders created from this template.

Internal Charge / Amount / Tax

Charges absorbed into item cost (e.g., freight, duty). Tax code may be applied.

External Charge / Amount

Charges posted separately, not added to item cost.

Standard Buttons

Save

Saves the template.

Undo

Reverts changes since the last save.

New

Opens a blank template.

Delete

Deletes the template.

Copy

Creates a duplicate template.

Groups

Assign the template to security/data groups.

OK

Saves and closes the screen.

Cancel

Closes without saving changes.