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How to Apply an Order Template to a Customer

To apply an order template to a customer

  1. While in the customer record, click Order.
  2. Navigage to the Plans & Charges section.
  3. Click Apply Template.
  4. In the Apply Order Template window, select a template.
  5. Optional: Select an equipment package
    • Note: equipment package options will change based on the template selected.
  6. 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
  7. Click Save.

Note: An order template can also be applied to a customer during the customer creation process using the customer create wizard.

 

 

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