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Set Up Web Sales Order Templates

If your business sells product, you’ll no doubt want to start reaping the benefits of our Online Sales Orders, which can be set up in a few simple steps.

  • Just create a Sales Order Template that suits you and start sending beautifully branded quotes that are the perfect complement to your product or service offerings.
  • You can set up as many Sales Order Templates as you wish, each with different colours, logos or purposes.
  • You can create multiple Email and SMS Templates to send your sales orders to customers, and attach different delivery templates to different sales order templates.

Create a new Online Sales Order
  • Head to the main menu and scroll down to the Admin > Web Settings > Sales Order Settings.

  • Then click the New Web Layout button in the top right corner.

Add basic Sales Order details

The first section to complete will be the basic Sales Order details:

  • Template name e.g. Standard customer sales order.
  • Use this template by default – choose whether to set this new template as the default – if no other template is selected when you are creating a customer sales order, this one will be used.
  • Show Part Numbers – selecting this box means that your product part numbers will be visible to the customer.
  • PDF Template – this is where you can select a previously added PDF template that will pair with your web version.
  • Email Template – this is where you select a previously created email template that will be used to deliver this sales order to your customers – you can have different email templates for different sales orders so you can customise the delivery.
  • SMS Template – this is where you select a previously created SMS template that will be used to deliver this sales order to your customers – you can have different SMS templates for different sales orders so you can customise the delivery.
  • Display Discount Amount – selecting this box means that a dollar $ amount discount will display for the customer.
  • Display Discount Percentage – selecting this box means that a percentage % amount discount will display for the customer.
Customise the Sales Order appearance

If you scroll down, the next section allows you to customise the look and feel of your sales order. As you customise your layout, the preview pane on the right will automatically be updated so that you can see how your changes will look.

  • Logo – drag and drop or upload a logo file from your computer.
  • Colours – click on one of the boxes to bring up a palette to customise each of the sales order features.

Choose a colour for each of the quote features.

  • Contact detail – choose how to display and orient contact details on the sales order (your organisation and the customer’s).

Display/orientation options for contact details

  • Layout – select how the sales order content will be aligned on the page.

Content alignment options

  • Text styles – choose a style for headings and body text on the sales order from the options.

Choices are shown as they will appear on the sales order

  • Heading weight – choose a heading weight from the options.

Save and preview your design
  • Make sure you click Save & Close to add the sales order to the system. 

  • Once you’ve saved the sales order template, you’ll see a preview of your design. You can click on Edit if you’d like to make further changes.

Use your web template

When working with Sales Orders, you will be able to select from web templates you have created by making a selection in the Web Template box.

If you have selected a web template to act as your default, it will automatically be populated in this box for all new Sales Orders.

Once you’ve saved the record, you can click on the Preview As Customer button at the top to open the web version in a new tab.

You can also use the Copy URL button to copy the unique online order URL to your clipboard so that you can paste it into an email or SMS.

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