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How to generate and use an Item Template in Sales Order and Purchase Order

Build item templates and quickly add them into your Sales Order or Purchase order without needing to add them individually

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated this week

How to generate an item template?

Step 1: Add all the items you want to include in your template

Step 2: Once the items are added, scroll to the bottom of the item list.

  • Click the dropdown arrow (▾) next to the '+ Add Items' button.

  • Select Save Item Template from the dropdown.

Step 3: Name the item template and save.

To use an item template

  • Click the dropdown arrow (▾) next to the '+ Add Items' button.

  • Choose Select Item Template from the dropdown.

  • Click 'Add to document' the template has the items along with the quantity you want.

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