Run a template within a draft

Ordering

Run an ordering template within a draft

  1. Open an existing draft.
  2. From the menu, click Add Product > Add by Template.
  3. In the Template Wizard, choose the existing template to add to this draft, then click Next.
  4. Review the Summary, then click Finish to add the suggested lines to your draft.

    When re-running a template within an existing draft, the Status of newly added lines is updated.

    Draft Status

    Updated Status

    (after re-running the Template)

    Description
    Accepted Un-reviewed

    A previously accepted product has been updated, the status of this line in the draft is changed to Unreviewed.

    Rejected RejectedA previously Rejected product has been updated, the status remain set to Rejected.
    Un-reviewed Un-reviewedA previously Un-reviewed product has been updated, the status remain set to Un-reviewed.
    New NewAn existing product with New status has been updated, the status remain set to New until it is Accepted or Rejected.