Overview

To create a new template follow the below:

1. Go to Prebooks & SO's > Add Prebook.

2. Create the prebook header and save it. Once done, the system will display the "Actions" button located on the right hand corner of the screen.

3. Enter the items that you need, then go to the "Actions" button and click on the "Save as Template" option.

   

4. Click on the link "New Template".

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

   

   The 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.