How to edit a template on Sage 300 Order Entry

Steps:

  1. Open Order Entry > O/E Setup > Templates.
  2. In the Template Code field, enter or select the code for the template you want to change.
  3. Change template settings, and then click Save to save your changes.
    • Note: Changing a template has no effect on current orders. You will see the changes the next time you select the template for a new order.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.