How to switch from a customized template to the default order form

This guide offers a quick overview of how to create orders using customized order templates.


Introduction:

Dropboy offers a feature to create orders using custom templates, where form fields are adjusted to your preferences. Follow the steps below to learn more.

If unfamiliar with custom order templates, refer to this article: How to create custom template for the order creation form

Steps:

Open the web portal and log in.

If unfamiliar, follow this article: How to login in to the Dropboy web application

Navigate to the Orders tab.

If unfamiliar with basic navigation, follow this article: How to learn 'Basic Navigation' of the web Dropboy application



Click on the Plus button.



Order Creation form will open. Order Creation form has five sections.



Observe the 'Set as default' button located to the right of the 'No template selected (*)' dropdown. Click on it.

After clicking, it will switch to the default order creation form.


Related Articles:
How to create orders using customized templates
How to delete customized order creation templates
How to switch from a customized template to the default order form

What is the Orders tab? How can I read order tab articles sequentially?

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Updated on: 20/11/2024