Templates for quick collection of information Print

Ability to create and maintain templates for regular repeat customers based on their previous purchases.

For customers with templates present, Sales Order entry screens will default to their template with just their identified products listed.

Template will include last purchase quantity and date.

Just fill in the quantity being ordered beside those products being ordered and then confirm the order and the system will create a Sales Order just for the Ordered Products.

These templates can also be made available to your customers via a web browser so they can enter their own orders directly into your system, without the need for a web store.