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Table of Contents

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To create an order using only some of the products in the workflow template (product selection), click the green arrow button in the “Select specific products from template” button (fig 2).

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Info

Note: Any of the “Retain options” switchws in the “Copy order” page can be set to be switched on as a system default when navigating to the page.From: Administrator > Web Administrator > Configuration > Defaults > Duplicate order defaults

Order copy "Retain options"- Setting up a system default

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Order creation- by Import from Excel

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To create orders using only some of the products in the workflow template (product selection), click the green arrow button of the required product to disable the product. The disabled product will not be added to the order.

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Finally, the pricing validation page.

 After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.

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