Just like the templates used in printmaking as guides to create multiple of the same print, Templates in Fulfillment can be created and saved to serve as a guide, or starting point, for return documents you create.

To create a Template, follow the steps below:

  1. Start by creating a basic version of the document (Commonly a free form Invoice or Inventory Advice).

  2. Enter the information that will not change from each document you send to the Trading Partner. Examples: Vendor Number, Address information, Common Items.

  3. Click Create New Template.

  4. Name your new template. Be as specific as possible.

  5. Click Create Template.

Using your Template:

  1. Navigate to the Transactions Tab and click Create New.

  2. Select your Trading Partner.

  3. Check the box next to I don’t have a source document.

  4. Select the document type.

  5. Select your saved Template from the drop-down menu.

  6. Click Continue.

  7. Enter any remaining required fields.

When adding items to a template, the Item Sourcing feature can save you time. Click here to learn about adding items into Fulfillment.

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