Order Templates

Order templates make it possible to define recurring order content once and reuse it when entering new orders. On this page, dispatchers and administrators manage the available templates: they create new templates, maintain their designation and content, check their validity and remove templates that are no longer needed.

Note: The management of order templates is available exclusively to users with the Administrator or Dispatcher role. Some functions are additionally restricted to superadministrators (Xplanis AG) (marked accordingly).

1. Navigation

The order templates can be reached via the main menu under Dispatch › Order Templates.

2. Order Templates Overview (Table)

The overview shows all order templates accessible to you in a sortable, paginated table. One template is displayed per row.

Columns

Only templates of those groups to which you have access are displayed. Recurring order templates whose associated recurring orders have all been deleted are hidden.

Sorting

Clicking on a column header sorts the list in ascending or descending order by that column.

Open / Select a Template

Clicking on a row selects the template. Many toolbar actions (e.g. Edit or Edit Content) require that exactly one template is selected.

3. Group Filter

The visibility of the templates can be deliberately narrowed down via the collapsible filter bar.

After adjusting a filter, the list updates automatically.

4. Create a New Order Template

A new, empty order template is created with the «Add» button.

1. Click the «Add» button in the toolbar.
2. An empty template form opens. The current group and the entering user are already pre-filled.
3. Fill in the fields (see Section 5).
4. Save.

After saving, a confirmation appears that the template has been created, and the new template appears in the overview.

5. Edit Template Metadata

The descriptive details of a template are maintained via the Edit dialog.

Procedure

1. Select a template in the list and open the Edit function (or create a new template).
2. Adjust the desired fields in the dialog.
3. Save.

Fields

Caution: If the template content is edited directly in the JSON field, the system checks the data on saving. If the content cannot be read correctly, saving is aborted with an error message. Where possible, edit the order content via the order editor (see Section 6).

After saving, a confirmation appears that the template has been created or updated.

6. Edit Template Content in the Order Editor

With the «Edit Template» function you open the full order editor for the selected template. Here you design the actual order content – addresses, article items, time windows and further planning details – conveniently via the familiar entry mask, without having to edit the technical JSON content by hand.

Procedure

1. Select exactly one template in the list.
2. Click the «Edit Template» button in the toolbar.
3. The order editor opens in its own window and loads the current content of the template.
4. Enter or adjust the desired details.
5. Save.

Notes and Restrictions

• The button is only active when exactly one row is selected.
• As long as a calculation of the goods units is still running in the background, saving is temporarily locked. In this case, wait until the calculation is complete.
• A maximum of two order editor windows can be open simultaneously.

7. Validate All Templates

Note: This function is available exclusively to superadministrators.

With «Validate Templates», the system checks the stored content of all order templates for its technical readability.

1. Click the «Validate Templates» button in the toolbar.
2. The system checks each template individually.
3. Afterwards the result is displayed: either a success message or a listing of the templates whose content could not be read correctly.

This function is suitable as a diagnostic tool for detecting faulty templates early and correcting them specifically.

8. Delete Order Templates

Templates that are no longer needed can be deleted directly from the overview.

1. Select one or more templates in the list.
2. Click the «Delete» button in the toolbar.
3. Confirm the safety prompt.

Deleting several templates at once (batch operation) is supported.

Caution: When deleting a template that serves as a recurring order template, the dependent recurring orders are automatically deleted along with it. Therefore, before deleting, check whether any running recurring orders still access the template.

9. Toolbar (General Functions)

The overview has a toolbar with the following standard functions:

10. Table Layout and Views

Saved Views (Templates)

Users can save their current table configuration as a view and restore it later with a click. Saved views appear as separate buttons in the toolbar; a click applies the stored configuration.

Layout Functions and State Retention

The column arrangement, sorting and filters can be adjusted via the general layout functions. The table configuration (column layout, sorting and filters) is saved user-specifically and is retained after logging out.

11. Using Order Templates in Other Areas

Order templates that have been created are available not only on this management page but can also be selected directly at other points in the application:

• Order creation: When entering a new order, a template can be selected via a selection field with a search function (autocomplete). The stored content is then adopted into the new order.
• Demand generation: Order templates can also be selected as a starting basis when generating demands (Trading Platform module required).

In both cases, you are only offered templates of those groups to which you have access. The search takes into account the name and the ID of the template.

12. Summary: Available Actions