How to create a template on Sage 300 Order Entry
Steps:
- Open Order Entry > O/E Setup > Templates.
- In the Template Code field, enter a code for the new record.
- If the field is clear, enter the new code.
- If you are viewing an existing record, click the New button, and then enter the new code.
- Tip: If you are viewing an existing record, you can “copy” it to a new record by typing a new code over the displayed code, making any required changes to the other fields on the screen, and then adding the record.
- Enter an optional description for the new template.
- On the Order tab, select the order type, and then specify other order settings to use for the template.
- On the Customer tab, select the customer type, and then specify other customer settings to use for the template.
- Click Add to add the template.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.