Editing your order template

This article will explain how to access, edit, and change your order template. 

Accessing your order template

  1. Click on the Orders link in the left hand activities navigation.
  2. Click the Templates tab.
  3. Click Edit to the right of the template information.

Editing your order template

  1. Find the product and the day of the week you would like to edit.
  2. Click into the box for that product for that day.
  3. Enter the new amount you would like to get regularly.
  4. Edit quantities for all products and days you would like different amounts for.
  5. Click the Save Changes button.

Adding products to your template

  1.  Click Add above the order template.
  2. Check the item you would like to regularly buy.
  3. Once you have selected the products you would like to add, click the Select Products button. New product will appear at the top of the template.
  4. Enter amounts for each day of the week for the new products.
  5. Click the Save Changes button.

Deleting products from your template

  1. Find the item you no longer want to buy regularly.
  2. Check the box to the left of the item name.
  3. Click Remove above the order template. This will gray out the item.
  4. Click the Save Changes button.

Applying template changes to open orders

  1. Click Apply to Open Orders on the top right of the order template.
  2. Select how you want to update the orders. If you want to update the orders with all the changes you made, then check Add, Update and Delete. 
  3. Unselect any open orders you do not want to apply the template to.
  4. Click the Update Orders button.
  5. A pop up box will appear to make sure you want to update the order(s), click OK.

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