Creating an order template
Follow the steps below to create an order template.
| 2. | Once your site is defined click the next button. |
| 3. | The page will now open on your screen. |
| 4. | Click the name of the report you would like to purchase e.g. Envirocheck, Sitecheck. |
| 6. | Use the radio buttons and tick boxes to select the options that you would like. Some of the options you select may trigger other options to appear. |
| 7. | Once you have chosen your options click either the next or add to basket buttons. |
| 8. | You will be returned to the page. |
| 9. | Repeat steps 4 to 7 until you have selected and configured all the products you would like in your template. |
| 10. | Once you are happy with your selections, click the next button in the bottom left-hand corner of the screen. |
| 11. | The Order Settings page will appear. If you wish to save the Delivery details and the Ordered on behalf of information, please fill in the required fields and any other details that you wish to appear in the form. |
| 12. | Click the save as order template button. |
| 13. | Enter a name for the order template in to the Save as box provided. If you wish to save the Delivery details and the Ordered on behalf of information please make sure you click the respective checkboxes circled below. |
| 14. | Click the Save button. |
| 15. | A message will appear telling you that the order template has been saved successfully. |
| 16. | If you wish, you can now return to the by clicking the menu button in the top right-hand corner and cancelling your choices. Your template will still be saved for future use. |
| 17. | Alternatively you can continue and order the products you have selected. For information on how to do this, please refer to Order settings. |
Next: Using an order template
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