Templates are used to store frequently used settings combinations which can then be processed on demand from Template Wizard or processed on a schedule by Robot.
You can create a template for:
- Shopping
- Order Processing
- Posting
- Raise Invoices and Credits
- Wholesaler Comms
- Statements
- Check Credit Status
- Machines
- Import Product File
To run a template:
- On the Processing menu, click Template Wizard.
- Click a template.
- Click Start.
See Also
