Using Saved (Templated) Orders

PHconnect allows you to save orders as templates for future use. If you frequently order the same product(s), you can use a template rather than recreate the order each time.

 

For example, if you order 300 pieces of product A for the same billing address each month, your order template would contain the 300 pieces and the relevant shipment information for the order.

For information on creating a template, see Saving Orders with Order Templates.

To place an order by loading a saved order, select Order Templates off the gold menu bar and use the on-screen instructions and the online help as needed to start your order.

Once you choose a template, the system creates a new order based on the template and transfers you to the Order Information screen.

Note that:

When you create an order from a template, you can make changes to order items and to the order header.

Changes you make on the order do not affect the stored template.

Submit templated orders using the same process as non-templated orders. If you are placing the order as-is, with no changes from the stored template, you can proceed directly to the Submit step.

Related Topics

Introduction to Placing Orders

Creating Orders

Working with Items on your Orders