Order Schedule Templates : Support Portal

Order Schedule Templates Print

Modified on: Tue, 21 May, 2019 at 1:32 PM

You can have an unlimited number of Quote/Order Schedule templates (Although we don't recommend it!).

From the Order Schedule Setup Tab, click "Manage Order Schedule Templates".

To edit an existing template, select the template from the dropdown and click "Edit Template".
To create a new template, click "New Template".
To clone a template, click "Clone Template"

The selected (or new) template will be displayed in the window. From here you can edit any of the attributes.

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Order Schedule Templates Print