You can view these instructions in a PDF file or watch a five minute recording.

Order templates are a way to save yourself time and data entry during the ordering process for combinations of owning library, vendor, and order type that you place frequent orders for.

1. To create an order template, open any past or current order and then click on Save as template. You will need to make sure you check that the vendor and funds are ones you will re-use. Depending on your screen view, the option to save as Template will be in different places so two screenshots are provided below.

2. A pop-up box will display - you can either Create new template or Update existing template. If you’re creating a new one, you can enter the name in the Template name field. It is recommended to not select the Public template option. Once you have added the template name, click on Save.

3. You will see a box display on the right-hand side of the screen that confirms the template saved successfully.

4. When you go to add a new order, you would select the template in the Load from template drop-down menu:

5. If you need to delete a saved template, you will follow step #1 and instead of creating a new template, you will choose Update existing template. Locate the template in the drop-down menu and then click Delete.

6. Click the check icon on the pop-up window that displays:

7. You will see a box display on the right-hand side of the screen that confirms the template deleted successfully.