Order Templates
Order templates are standardized forms to simplify the process of placing orders for both you and your customers. They contain predefined fields for essential information such as customer details, product specifications, payment methods, and order summaries.
To work with order templates, in the CloudSuite App go to Order Management > Order Templates > Templates. An overview appears, listing all order templates that have already been defined. Double-click an existing template to open its details or click New to create a new one.
- Choose the Shop in which the template can be used.
- Enter the Name of the template. This will be visible to shop visitors, and can be translated.
- Optionally, enter an Internal Name for internal reference.
- Optionally, select the Group that the template belongs to.
- Choose the Type of the template. This determines the conditions under which it can be created and maintained, and cannot be changed after the template has been saved.
- Choose Customer Template if the template is to be created and maintained by the customer's Application Manager using the API
- Choose Editable Customer Template if the template is to be created by the customer's Application Manager and maintained by the customer's end users
- Choose Shop Template if the template is to be created and maintained by the customer's Application Manager
- Choose User Template if the template is to be created and maintained by the customer's end users
- If Favourite is checked, the end user cannot remove the order template.
The Products
This tab lists the products that are included in the order template. In the Order Template Product window, the General tab lets you specify for each Product the default Quantity.
The Replace Product tab lets you replace a different product that already belongs to the order template by the current one. The new product will replace the old one and a message can be shown to the customer.