How to create order templates

You need Stock permission to create order templates. If you don't have access to this module, ask someone with Managers permission to update your user permissions.
You need to have entered your delivery details, supplier details and stock items before you can create order templates.
It is not necessary to create an order template for each supplier you would like to order from in Loaded, you can simply create one template and Loaded will split the items into separate purchase orders for each supplier.
Ordering templates are a great way to speed up the ordering process so you don't need to start from a blank template each time you generate a new purchase order.
In order to avoid confusion when ordering it will help if you have entered your preferred suppliers stock codes for each stock item before you send.

To create a template head to Stock and then Ordering, Outstanding Orders.

Click New Purchase Order.
This will take you to a blank purchase order template.
Click +Add Item and type the first product you are wanting to order into the field. Select the appropriate product from the drop box, ensure that the Supplier, Unit & Quantity are accurate before adding the next item.
Continue this process until you have entered every item into the purchase order that you want to be included in your template.
Click Save as Template.
Type in an appropriate template name and click Save.
Your template will now live in the Order Templates page.
If you'd like to delete any order templates click on the red x beside the template name.
If you'd like to add to or remove items from your templates click on the template name, add or remove the stock items needed and click Update Template.

To access and create an order from your templates head to Stock and then Ordering, Order Templates

Open the template you are wanting to create an order from.
Make any edits you need to the items/quantities of each stock item.
Click Generate Purchase Orders.
You will see at the bottom of the outstanding orders page all of your new purchase orders are there waiting to be sent.
For each purchase order click Send, then select your preferred send method.
Ensure that all purchase orders then either have Sent or Acknowledged in the Status column on the outstanding orders page.