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:
Start by creating a basic version of the document (Commonly a free form Invoice or Inventory Advice).
Enter the information that will not change from each document you send to the Trading Partner. Examples: Vendor Number, Address information, Common Items.
Click Create New Template.
Name your new template. Be as specific as possible.
Click Create Template.
Using your Template:
Navigate to the Transactions Tab and click Create New.
Select your Trading Partner.
Check the box next to I don’t have a source document.
Select the document type.
Select your saved Template from the drop-down menu.
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.