Order Templates

Overview

Order templates are a way to use a previously selected order as a base to copy when creating a new one.

Setting up Order templates

This functionality requires being enabled at the system level. This can be done from Administrator>web Administrator>configuration>Settings>Enable template orders.

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To use specific orders as an order template, toggle the switch “Use as template” in the order that should serve as the base to be copied in the Additional information tab of the Order info page.

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Using an Order template

While creating a new order, in the template selection popup, click the “Order template selection” tab and pick the Order template to use for the new order.
Note that this tab will not be available if the system setting wasn’t enabled.

 

 

Once an Order template was picked, the retain popup will give the option to copy certain parameters from the Order template, much like when copying an order.

 

 

Only orders templates that match the new order’s consolidated account, customer, source and target language(s) and order type will be available as options.

Additionally, the target languages will be structured the same way, to ensure the work flows are originally expected.