Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Info

If you do not see the Order Templates section please contact your carrier's customer support.

Table of Contents

Order templates in Rapidship the Client Portal allow you to quickly place orders.  Image Removed

...

How to Create a New Template

There are several places in Rapidship the Client Portal where you can create an order template.

Info

Order Type, Shipping Options, and Email Notifications are saved in order templates for version 19.2 or newer. 

  • From the Order Template page, click the New Template button. 

    Image RemovedImage Added
  • While placing an order, click the Create Template button at the bottom of the page. This is not available in the "Basic Ordering" view. 

    Image RemovedImage Added
  • From the Order Confirmation, click Create Template in the confirmation screen. 

    Image RemovedImage Added

Back to top.

How to Edit a Template

From Order Templates

  1. Find the template you would like to edit.

  2. Click the menu icon Image Modified in the "Actions" column of the template you would like to edit.

  3. Select Edit.

From Place Order

  1. Click

...

  1. the Place from Recent Template button. If you do not see this button contact your carrier's customer support. 

  2. Click the menu icon Image Modified in the "Actions" column of template you would like to edit. Use the Search field to search for a template for templates not recently used.

  3. Select Edit Template.

Back to top.

How to Delete a Template

  1. Go to Order Templates.

  2. Find the template you would like to delete.

  3. Click the menu icon Image Modified in the "Actions" column of the template you would like to delete.

  4. Select Delete.

Back to top.

Page Properties
hiddentrue


Related pages

Order Templates