Order Templates
Order Templates are reusable, named sets of service lines — e.g. "Full soil panel" or "Basic water panel". They speed up creating orders for recurring analyses or repeat customers who order the same services (ISO 17025 §7.1 — review of requests, tenders & contracts).
Template fields
| Field | Description |
|---|
| Name | Unique template name |
| Active | Whether the template appears in the "Apply template" picker |
| Lines | Set of services (description, quantity, unit price) |
Management
From the Order Templates page (Invoicing menu):
- New Template — give it a name and add lines: pick a service from the price list (auto-fills description and price) and set a quantity. You can edit description/quantity/price or remove lines.
- Edit / Delete — available on each template in the list.
Using in an order
In an order dialog, under Order Lines:
- Apply template — the template's lines are appended to the order (they don't replace existing lines), with prices and discounts recomputed automatically. This lets you combine several templates.
- Save as template — creates a new template from the order's current lines.