How to Manage Order Templates
To view all customer order templates
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- Click Order Templates in the Content Management section.
To create an order template
- Click on Add on the top right corner.
- Fill out the required fields and any other information desired.
- Click Save.
To allow a user to select from multiple monthly charges
- Click Manage in the Monthly Charges section.
- Select all monthly charges to be available for the user to select.
- Click the Close icon
or outside of the Monthly Charges window to exit.
To allow a user to select from multiple equipment packages
- Click Manage in the Package section.
- Select all packages to be available for the user to select.
- Click the Close icon or outside of the Equipment window to exit.
To allow a user to auto-create a quote or invoice
- Turn Create Invoice/Quote on.
- Select which items are to be available for auto-creation.
To edit/view an order template
- Click anywhere on the row of the desired order template.
- Make any desired changes.
- Click Save.
Note: If no changes were made, you can exit by clicking the Close icon 
.