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Guide to Order Templates

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Guide to Order Templates

Order Templates let you save a pre-built version of an order so you can reuse it later. They’re ideal for repeat bookings or standard packages, helping you create orders faster and more consistently, without starting from scratch each time.

The following topics are covered in this article:

How to Customize an Order Template

When creating or using an order template, each section of the order form (like Items, Delivery, Billing, etc.) can be collapsed or expanded. To collapse a section, just click the triangle icon next to the section name. This helps reduce visual clutter and makes it easier to focus on the parts of the form you actually use.

collapsible template.gif

The collapsed or expanded state of each section is saved with the template itself, so when you or another user opens that template later, it will appear exactly as it was saved: collapsed sections will stay collapsed, and expanded ones will stay expanded.

How to Create an Order Template

To create an Order Template, follow the steps listed below.

  1. Hover over the Orders tab and click Create New Template. 
    Screen_Shot_2022-12-08_at_10.04.01_AM.png
  2. Fill in desired fields in the Order Details, Items & Staffing, and Options, Discounts & Fees tabs.
    **Note: Order Dates and Quote Expiration Dates cannot be saved in a Template**
  3. Once the template has been completed, click Save Template.

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How to Edit an Order Template

TapGoods PRO users can alter Templates that have already been created. To alter an Order Template…

Screen_Shot_2022-12-08_at_10.06.35_AM.png

  1. Hover over the Orders tab and click on Templates. 
  2. From the Templates page, click on a Template to alter.
    Screen_Shot_2022-12-08_at_10.08.38_AM.png
  3. This will open the Template, and you can make changes as needed.
  4. Click Save Template. 

Screenshot 2025-07-29 at 3.25.41 PM.png

How to Use an Order Template

To use an Order Template, follow the steps listed below.

  1. Navigate to Orders on the dashboard and click Create New Order. 
    Screen_Shot_2022-12-08_at_10.14.45_AM.png
  2. On the New Order creation screen, click Start With a Template. 
    Screen_Shot_2022-12-08_at_10.16.43_AM.png
  3. Select the desired Template and the order will automatically populate with the template's pre-filled data/preferences. Screen_Shot_2022-12-08_at_10.28.00_AM.png

How to Delete an Order Template

To delete a template…

  1. Open the Template from the Order Templates page.
  2. Click the red trash can icon on the bottom of the window.
    Screen_Shot_2022-12-08_at_10.28.53_AM.png
  3. Confirm the Template deletion.
    Screen_Shot_2022-12-08_at_10.29.36_AM.png

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