Order Templates

If you sell the same thing over and over — a tasting box, a standing Tuesday
lunch drop, a holiday tray package — you shouldn't have to rebuild it line by
line every time. An order template freezes a finished order's lines, their
options, and their prices under a name you choose. Later you drop that template
onto any order in one click.

The important part: template prices are frozen. If you save a tasting box at
$0, it lands at $0 — it will never quietly re-price itself from the current menu.

Creating a Template

Templates aren't built on a blank form. You build a real order, get it
exactly right, then save it. That's deliberate: the order page is the only place
you can configure modifiers, combo components, and per-menu pricing, so that's
where templates come from.

1. Build a normal sales order with the lines you want — sizes, add-ons, combo
   choices, quantities, and prices all set the way you want them reused.
2. Open the Actions menu on that order and choose Save as Template.
3. Give it a name and, optionally, a short description of what's in it.
4. Tick Waive the delivery fee if this package should ship free when it's
   sent as a tasting sample from a pursuit.
5. Click Save Template.

The modal tells you how many lines will be saved and which kitchen they're
being saved at before you commit.

Templates belong to a kitchen

A template is saved at the location of the order you saved it from, and it can
only be used at that kitchen (or one beneath it). That's because its menu items
belong to that kitchen — a template full of Downtown's menu items couldn't
actually be produced at Westside. Each kitchen keeps its own templates.

Using a Template on an Order

1. Open any order you can still edit.
2. Actions → Apply Template.
3. Pick a template from the list. If the order has more than one service day,
   choose which day the lines should go on.
4. Confirm.

The template's lines are added to the order — nothing already on it is
changed or removed. That means you can combine templates, or apply one to an
order that already has custom lines on it.

Applying a template doesn't touch the order's own settings either. Its
fulfillment type, delivery fee, and addresses stay exactly as you had them.

Once the lines are on the order they're ordinary lines: edit quantities, change
prices, remove them, or add more.

Managing Your Templates

Sales → Order Templates in the left navigation lists every template at your
kitchen. Open one to:

• Rename it or update its description and notes. (Notes are copied onto any
  order the template creates.)
• Turn it off — an inactive template stays in the list but is no longer
  offered when applying or sending. Useful for seasonal packages.
• Set delivery or pickup, and whether the delivery fee is waived.
• Edit the lines — change a quantity, adjust a price, reorder them, or
  remove a line you no longer want in the package.
• Archive it when it's retired. Archived templates are hidden from the
  pickers but can be restored later from the Archived tab.

You can't add a new line to a template here, only prune and adjust what the
snapshot captured. To add something, apply the template to a fresh order, add
what you want, and save that as a new template.

Making a Template Free

Setting a line's unit price to 0 zeroes the base price of that item. If the
line's price actually comes from an option rather than the base item — a
Double (2x) size that adds $50 to a $0 tray, for instance — the price will
appear to snap back, because the option's charge is still there.

To make a line genuinely free regardless of where its price comes from, set the
line's Disc % to 100. The discount is saved with the template and applied
along with it, so an order built from that template comes out free without you
having to re-discount anything.

Related

• Sending Tasting Samples — use a template to ship a sample to a sales pursuit.
• Editing Confirmed Orders & Refunds — changing an order after it's confirmed.