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Purchase Order Templates

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This feature allows the user to save a purchase order as a template for future ordering.  This can be handy when the same order is placed regularly with a supplier.   The user can simply load an order from a template and continue as required.

Procedure - Create the Template

1. From the Sysnet Toolbar click on the Stock icon
2. Click on the Reorder Icon
3. Add the items to the order as required
4. Once all items are added to the order click on <SAVE AS TEMPLATE>  
5. Click <YES> to confirm
6. Select the TEMPLATE TYPE from the dropdown list and click <OK> to continue  
   • Include Quantities - to included order quantities when saving
   • Items Only - quantities are not saved

7. The template will be saved and the order appears as "Processed"
8. Template and Printing buttons will be greyed out when the template is saved

Procedure - Using the Template

1. From the Reorder Stock menu click on the (+) symbol to add a new order
2. Select the SUPPLIER to order from and select "Load from Template"
3. The templates for the selected supplier are displayed
4. Select the desired template and click <LOAD>  
5. The template is recalled to the new order
6. Edit the order and process as required