Creating an order template from an existing order item provides users a quick and easy way to further expedite the order making process in PDX.
The user should locate an existing order item that to make a template from.
Click on the Select action field to reveal a drop-down menu. Select "Save as Template".
A pop-up window appears prompting the user to enter a name for the order template.
Once a name is provided and Save is selected, the user is redirected to the Edit Order Template page. From there, the user can make additional changes to the template or save it as is. For more detailed information on editing template fields, click here.
After saving, the newly created order template is displayed in the Order Templates view, allowing users to access or edit it as needed.