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Creating templates is a 5 step process as shown in the screenshot above.  To begin just click on left-hand menu option "Order Generation" and choose "Order Generator".  This will provide you with the screenshot above - not the tabs across the top.  To create a new template, choose the table "Create New Template".  When you're done with these 5 steps - your template will be added and available under the "Saved Template" tab.

Step In Creation
  • Step 1 - Give a name for the template and an optional description.  When you're done - hit the next button or click on the step 2 accordion to open that step.
  • Step 2 - Select the stores you want to order for - you can use any of the familiar options - but a custom region is always the most preferred by users here.
  • Step 3 - This is the most involved step, it involves choosing the basic rules by which the computer will attempt to generate orders.
  • Step 4 - Most clients only have one warehouse to select as the source of their ordered product. But if you have more - they will all be listed here and one must be chosen.
  • Step 5 - Choose Items & Quantities - this is a legacy step, just hit Create Template!

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