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Store Order Templates

15
Aug

Korona allows business owners to create store order templates. Store Order Templates are great for instances where you find yourself ordering the same product or multiple products frequently.

Creating a Store Order Template

To create a store order template, navigate to  Inventory > Store Orders. Once you are there, click on the Template button located at the top of the screen.

Here you can view, create new templates or edit existing templates.

To create a new template, click on the new button located at the top of the screen. You will then be taken to the template creation screen.

Here you can give your new template a number, name, and add the target warehouse(s) you would like the product to come from. You can also determine how many days delivery expected after the order is placed. Finally, you have the option to choose whether you want the order to be created from sales, or from quantities.

To generate from quantities, select the “Order items will be created from quantities” radio button and click Save.

You will now be able to add items to the template.

Clicking on add product will trigger the pop up dialogue box. You can then add products from commodity groups, assortments and tags.

After you have added your product(s) to the list. You can give that product a quantity by adding a number to the field just below the Store Name.

To have the order generate based off of sales, select the “Order items will be created from sales” radio button.

NOTE* You can only have one option selected at a time.

You can specify a time range before creating the order. You can also choose what assortment you would like the order to be generated from by selecting it from the drop-down. The same goes for the tag field. Below that you will have an example preview based on the parameters you have specified.

From here you can either place an order now, or you can save the template for further modification. To do this, you can click on either the Save or Order buttons located at the top of the screen.

Clicking the order button, will generate a store order that can be edited and processed by going to Inventory > Store Orders