Generating a template order is useful if you accidentally delete your standing order. The process can also be used to prepare for a manager's day off or an upcoming event where you have an earlier than normal order adjustment deadline. 

Before getting started

• There must be products on the order template and quantities entered on the corresponding day of the week for the type of order and shift that you are trying to generate.
• If you use the Workflows navigation, click Activities above the menu on the left side of the screen.

Creating a template order for a purchase from a supplier

1. Click Orders in the menu on the left side of the screen 
2. Choose the Add Orders tab at the top of the screen and click Template under Add Orders
3. Under Order Type, select Purchase
4. Enter the date for the order 
5. Choose the shift from the drop-down
6. Click the Generate Orders button
7. Click Continue in the pop-up box that displays on the screen
8. Repeat for any other order dates

Creating a template order for in-store production

1. Click Orders in the menu on the left side of the screen 
2. Choose the Add Orders tab at the top of the screen and click Template under Add Orders
3. Under Order Type, select Work
4. Enter the date for the order 
5. Choose the shift from the drop-down
6. Click the Generate Orders button
7. Click Continue in the pop-up box that displays on the screen
8. Repeat for any other order dates

Warning

Be careful when generating orders for dates that are very far in the future. If you do this, new products that are not available today but become available later will not be on those orders.