Skip to main content

Order templates - AVO

An order template is a list that can be called up within an order in the DeDeSales client. The employee receives an overview of the items (item list) contained in the order template, enriched with customer-specific data (modules). The employee is able to order directly from the order template.

Used for example for

  • Customer actions/activities
  • Promotions
  • New products
  • Listing statuses
  • Shelf modules
  • Sales promotion
  • eCom container

An order template combines data from customer lists, item lists and modules. All together this forms an order template.

image.png

You have the option to modify an existing order template (AVO) by clicking on it. You create a new order template via the green plus button above the table.

The following special features apply to an order template:

1.       An order template is only shown for the customers who are present in the customer list.

2.       An order template contains only the items that are present in the item list.

3.       If entries of the type "Order template categories" are stored via code lists, then the order templates are displayed categorised in the client.

4.       An order template can apply to different clients.

5.       An order template can be enriched with customer-related data through up to four modules.

6.       You can specify that during a visit all items of the order template are automatically transferred into an order.

7.       You can assign different validity periods to order templates, from when they are automatically Visible in the client or should be Hidden.

8.       You can link order templates to specific types of orders, e.g. only to orders or complaints.

9.       You can give an order template a preset discount.

10.   You can add an internal text to the order template.

11.   An order template can be called up in the DeDeSales client, for example in order entry.