6.4.2 Editing Templates

6.4.2 Editing Templates

After a period of time the lists of items that you create as Templates may need updating to reflect changed purchasing requirements. There will be items that you no longer buy and there may be new items that you need to add to your recurring orders. You may simply wish to update the default order quantities in your template.

1. Click on the Templates tab to open the Template listing screen.
2. Scroll or use the Type and Group filters to find the Template you wish to update. You may also sort your list by clicking on the column headings.
3. Click the Add icon in the listing screen for the Template you wish to edit.
4. The content of the Template that you wish to update is copied into a new Shopping Basket which will be displayed.
5. Perform editing actions to your list in the Basket:
   • Search and add items from catalogues that you wish to add.
   • Use the delete cross  at line level to delete items that you wish to remove.
   • Change quantities to the usual default order level by highlighting and overtyping.
6. When you have finished making your changes click the ‘Save As Template’ button at the top of the page.
   1. Because you began by adding items from a Template, the system will intuitively prompt you with the original details of the Template you are editing.
   2. If you wish to save this Template with the same name and overwrite the original, do not make any changes.
7. Click the Save button.
8. A warning message will be displayed.
   • To save and overwrite the original click OK
   • To return and cancel the save click Cancel
9. If you click OK to confirm the change, the 'Template Saved' screen will be displayed. Your original Template has now been updated with your changes.