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Overview

To create a new template


Excerpt
Komet allows you to create templates and add them to the Prebooks. 

To do so, please follow the next steps:


Ui steps
sizesmall


Ui step

Go to Prebooks & SO's > Add Prebook.


Ui step

Create the

prebook header and

Prebook and save it. Once done, the system will display the

"

Actions

" button

 button located on the right-hand corner of the screen.


Ui step

Enter the items that you need, then go to the

"

Actions

" button

 button and click on the

"

Save as Template

" option

 option.

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Ui step

Click on the link

"

New Template

"

.


Ui step

Name the template, select the customer that this template will be valid for and

Save.

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NoteThe

save. Keep in mind that if a template with a is saved, and the recipe is edited, the system will take into account those changes once the recipe is loaded







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titleRelated Content

Filter by label (Content by label)
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cqllabel in ( "template" , "prebooks" )
labelstemplate prebooks


Tip
titleTip

Relevant Articles

Panel
children
  • A template can be associated to a Customer Group. Type in the Customer Group name by entering 3 letters, select the customer group and click on Save.

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Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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