To apply an order template to a customer
- While in the customer record, click Order.
- Navigage to the Plans & Charges section.
- Click Apply Template.
- In the Apply Order Template window, select a template.
- Optional: Select an equipment package
- Note: equipment package options will change based on the template selected.
- Optional: Select to auto-create a quote or invoice
- Note: The quote or invoice will be auto-filled with any relevant items from the selected template and equipment package
- Click Save.
Note: An order template can also be applied to a customer during the customer creation process using the customer create wizard.