Understanding Order Template

Order Templates in Reso iQ enable users to create lists of frequently purchased items, allowing purchasing officers to quickly access these templates rather than listing each item separately.

Overview

Order Templates in Reso iQ enable users to create lists of frequently purchased items, allowing purchasing officers to quickly access these templates rather than listing each item separately.

Users may proceed to the Purchasing module followed by Order Template submodule. In their users will see a simple window listing down all existing order templates and its Document Type and Status.

Creating New Order Templates

To create new order templates, users must follow this guide.

1. Description (Template Name) - this is what will appear as the template name in the table previously discussed.
2. Document Type - users must select which document type the order template is for. Choices include Purchase Request and Purchase Order.
3. Status - this is the template status immediately applied after creation. Example: if the status chosen is "Active" this will
4. Copy template items - Optional - this allows users to use existing template items.
5. Item list PAR QTY - this is the average quantity of the item for template purposes.
6. Item list MINIMUM QUANTITY - this is the minimum amount or units the template will include when it is used.

Result: the template created will be displayed/listed onto the main table as shown in this image:

Also, when creating the Document Type configured (in this example, Purchase Request), we can now see a Select Template dropdown menu.

This allows the user to increase efficiency specially for commonly procured goods (inventory/asset).