...
The template is defined by user profile in the Order Fields Configuration programField Settings program.
Field/Action: | Description: | |||||
Customer | Enter the code of the sales order customer. | |||||
Customer Order No. | Sales order sequence number.
| |||||
+Add Order button | Click the +Add Order button to access to the Order Header screen and start a new order. | |||||
Search Orders button | Click the Search Orders button to open the Order Portfolio screen. | |||||
Search Models | Templates defined for the logged-in user profile load onscreen. In this field you can create a filter for the template you want. | |||||
*Favorite Templates button | After choosing your favorite templates, click this button to display all templates or only those you have marked as favorites. | |||||
+Use Template button | Click this button to select a template for the order and start adding the order. | |||||
*Favorite button | Click this button to mark a template as favorite. We recommend this action for the templates you use the most. |
...