Creating an Order Template:
Click on the gear icon on the left-hand side bar menu to navigate to the 'Workspace Settings'
Click on 'Ordering'
Click on 'Create Template'
Select a default currency
Add the pre-defined metadata fields or create your own
That's it! Next time you create an order, save time by using your Order Template!
Still need help?
Contact us here or start a conversation with a member of our team using our in-app chat.