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Open the templates management via:
Navigation bar → Settings → Templates → Orders tab → + Create template

Figure: Order templates

Note: The exact labels may differ depending on the configuration of your LDB.

Add Order Template

1. Name: Enter the name of the template.

2. Status: Select the status of the template.

3. Parent Template: If this template is based on another template, select the corresponding parent template here. If none is selected, this template will be taken as a new parent template.

4. Project: Select the project to which this template will be assigned.

5. Order Label: Enter a specific label for the order that will be based on this template.

6. Order Request: Determine whether the activation of the order template should be done for DE or ENG customers in the customer zone.

7. Add Attributes Add additional fields that should be included in the template.

Once you have saved and approved the order template, you can use it to create orders. (see instructions LINK_TO_PAGE=207).

Related Topics:

• Templates for orders, customers, materials, and other data types
• Create/edit/delete ORDER