{"id":3257,"date":"2023-05-05T16:12:14","date_gmt":"2023-05-05T16:12:14","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=3257"},"modified":"2024-03-20T21:47:55","modified_gmt":"2024-03-20T21:47:55","slug":"how-to-create-an-order-template","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-to-create-an-order-template\/","title":{"rendered":"How to create an order template in the app"},"content":{"rendered":"<p>Follow these steps to create an order template in the app:<\/p>\n<ul>\n<li>Log in to the Onsight app\n<li>Select the customer for whom you want to create the order template\n<li>Add the specific products you want to include to the cart (if required, select a specific quantity for each product)\n<li>Tap the cart symbol at the bottom right\n<li>Tap the three dots at the top right\n<li>Select &#8220;Save as Order Template&#8221;\n<li>Enter a name for the template in the &#8220;Template Name&#8221; field\n<li>Provide a description for the template in the &#8220;Description&#8221; field\n<li>Tap &#8220;Done&#8221; to save your new order template\n<\/ul>\n<p>You can create multiple order templates for a customer.<\/p>\n<p>&nbsp;<\/p>\n<p>Contact the Onsight support team at <a href=\"mailto:support@onsightapp.com\">support@onsightapp.com<\/a> to activate this feature on your account. <\/p>\n<p>&nbsp;<\/p>\n<p><b>Related articles:<\/b><\/p>\n<p><a href='\/user-guide\/what-is-an-order-template\/'>What is an order template?<\/a><br \/>\n<a href='\/user-guide\/how-to-create-an-order-template-with-products-with-a-quantity-of-zero\/'>How to create an order template with products with a quantity of zero<\/a><br \/>\n<a href='\/user-guide\/how-to-view-the-order-templates-available-for-a-customer\/'>How to view the order templates available for a customer<\/a><br \/>\n<a href='\/user-guide\/how-to-convert-an-order-template-into-an-order\/'>How to convert an order template into an order<\/a><br \/>\n<a href='\/user-guide\/how-to-edit-an-order-template\/'>How to edit an order template<\/a><br \/>\n<a href='\/user-guide\/how-to-delete-an-order-template\/'>How to delete an order template<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow these steps to create an order template in the app: Log in to the Onsight app Select the customer for whom you want to create the order template Add the specific products you want to include to the cart<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3257"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=3257"}],"version-history":[{"count":13,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3257\/revisions"}],"predecessor-version":[{"id":3809,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3257\/revisions\/3809"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=3257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=3257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=3257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}