The order library: reusing standard quotations

In the order library you keep complete orders as templates: your standard quotation, a meeting package, a licence agreement. You then create a new order in a few clicks, with all blocks and lines already in it.

How does the library work?

A template in the library is an ordinary order with the status library. So there is no separate screen to create templates: you build an order as you always do and give it that status. The menu Order > Order library shows all orders with this status. You need the right menu_order_library for this.

Creating a template

1. Go to Order > Create order.
2. Give the order a clear description, for example Template meeting package full day. Do not link a customer.
3. Add the blocks and lines, preferably with products. Put the fixed explanation in the memos of the blocks and lines.
4. Set the status in the main block of the order to library.

An order in the library has no Order output block: you do not create documents from a template.

Creating an order from the library

1. Click the + in the order overview, or choose the action to add an order from the library at a customer or company.
2. The window Add order from library opens. Choose the Template, the Date, a Description and the customer or company.
3. Save. i-Reserve copies all blocks and lines to a new order with the status draft and a new order number, and opens that order.
4. Adjust quantities, dates and prices for this customer.

If the library is still empty, you see: There are no library templates yet. Give an order the status "library" to make it available here.

Good to know

• You always copy a whole order. Adding separate blocks from the library to an existing order is not possible. For separate lines you use products.
• If you change the template later, orders you already created from it do not change.
• You can also copy an ordinary order with the action Copy (right action_order_copyorder), for example for a customer who comes back every year.
• A template can also be the basis for documents you have signed, such as a contract with a SEPA mandate. See Having documents signed with Box Sign.