Create order from template
You can save an order as a template to use it later for a quick creation of similar orders.
To create an order template, simply use Submit > Save as Template when creating a regular order. For more details, go to Create order.
- To save an order as a template, you must fill in the Region, Location, Department, and Skills fields; all other fields can be empty.
To create an order from an existing template:
- On Order Management > Order Templates, select the needed order template. Hide the imageSee the image.
- Edit and complete the order details as needed. For details, go to Create order.
- Select Submit in the upper right to submit your order.
After this, your order is available on Order Management > All Orders or other corresponding tab with the Open or custom status and the unique ID assigned to it.
See also