Update ordering templates with new supplier

If you use Ordering templates to create your orders, these templates may need to be adjusted to take into account a new supplier recently added to Fred Office.

The Draft Wizard is used to configure and save ordering templates. The Draft Wizard has four sections:

  • The first section gives you options of “how many” to order (for example, suggest quantities based on replenishment and restock levels, or quantity sold).

  • The next two sections allow you to select “which items” you will consider for ordering (for example, only items from a specific supplier, or in a particular department).

  • The final section of the Draft Wizard has further adjustments that can be made to the quantities that are ordered (for example, adjust for available quantity).

For further information refer to Creating draft orders with the Draft Wizard.

To Edit an Existing Ordering Template with a new supplier

  1. Go to Ordering, then select Drafts, and then New.
  2. Select Use selected templates to add items.
  3. Select the template.

  4. Click Edit selected template.

  5. Click OK.
  6. Click Next so that you are on the Supplier Details section of the Draft Wizard.

  7. Select the new supplier you want to order from. (Optional) Clear the checkbox against any suppliers you no longer want to order from. Select whether the selected supplier(s) need to be the Primary Supplier or Any Supplier for the item.


  8. If no further changes need to be made to the template, click Finish to save your changes.

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