Preset templates for sale orders

Preset templates for sale orders

Merchants often need to repeat customer orders, or produce very similar orders with slightly different products, quantities, or contact details. Users can use pre-sets to save sale order detail for future sales, including customer details, accounting details, shipping/billing details, and order products and quantities.

Prerequisites

 

Create a new preset from sale order details

Create a sale order from Sale → New Simple/Advanced/Service sale, or select a sale order in draft status.

Fill in the document header and quote and/or order details, but do not authorize the sale order. Click Save as preset to save the order details for use for future sales.

  

Use a preset

Create a sale order from Sale → New Simple/Advanced/Service sale, or select a sale order in draft status. Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the sale order fields with the saved information.

  

Note: Presets containing stock items can be applied to service sales, however product details will not be copied. Customer, accounting, and shipping details will be filled in with preset values.

Delete a preset

Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the sale order fields with the saved information. Click Delete preset to remove this preset from Cin7 Core.

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