<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000378" xml:lang="en">
   <Header>
      <Title>To use templates and catalogs in sales orders and quotations</Title>
      <Keyword type="header" order="d1e1640838">
         <Level1>Template</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1640841">
         <Level1>Catalog</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>You can use sales order templates for recurring sales orders
		from the same (group of) business partner(s) and you can use catalogs for the
		shopping list type of order and quotation entry.</Paragraph>
      <Paragraph>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, in which you can enter both header and lines
		on one single screen, you can manually enter sales orders, but you can also use
		templates if orders reoccur, or you can use catalogs. In the <GUIRef href="/baanerp/td/sls/tdsls1600m000" role="session">Sales Quotation - Lines (tdsls1600m000)</GUIRef> session, you can enter sales quotation lines
		based on a catalog.</Paragraph>
      <Paragraph>In the <GUIRef href="/baanerp/td/smi/tdsmi1500m000" role="session">Customer 360 (tdsmi1500m000)</GUIRef> session, you can use templates to directly
		generate a sales order for the selected business partner.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To enter sales order lines based on a template</SectionTitle>
      <ProcedureList>
         <ListIntro>To enter sales order lines based on a template, take the
		  following steps:</ListIntro>
         <ListItem>Define (a) sales order
		  template(s).</ListItem>
         <ListItem>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, click the <GUIRef href="" role="manual">Add a New Sales Order</GUIRef> button to enter header data.</ListItem>
         <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="" role="manual">Lines</GUIRef> tab in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session, click <GUIRef href="/baanerp/td/sls/tdsls4101m000#copy.templates" role="command">Sales Order Templates</GUIRef>.</ListItem>
         <ListItem>ERP Enterprise checks
		  how many templates are available for the business partner. If only one template
		  is available, the <Link href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</Link> session is started. If more templates are available, the <Link href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</Link> session is started.</ListItem>
         <ListItem> 
            <List>
               <ListIntro>If the:</ListIntro>
               <ListItem> 
                  <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is started, you can copy all
				item lines, or a selection of item lines to the sales order by clicking <GUIRef href="/baanerp/td/sls/tdsls2506m000#copy.all.lines" role="command">Copy All Item Lines</GUIRef> or <GUIRef href="/baanerp/td/sls/tdsls2506m000#copy.selected.lines" role="command">Copy Selected Lines</GUIRef>.</ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session is
				started, you can select a template and click <GUIRef href="/baanerp/td/sls/tdsls2505m000#copy.all.lines" role="command">Copy All Item Lines</GUIRef> to copy all item lines to the
				sales order. If you want to select specific item lines, double-click a
				template. As a result, the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is started in which you can
				select the lines.</ListItem>
            </List>
         </ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To generate a sales order based on a template</SectionTitle>
      <ProcedureList>
         <ListIntro>To generate a sales order based on a template, take the
		  following steps:</ListIntro>
         <ListItem>Define (a) sales order
		  template(s).</ListItem>
         <ListItem>Click <GUIRef href="/baanerp/td/smi/tdsmi1500m000#exec.sls.template" role="manual">Sales Order Templates</GUIRef> in the <GUIRef href="/baanerp/td/smi/tdsmi1500m000" role="session">Customer 360 (tdsmi1500m000)</GUIRef> session.</ListItem>
         <ListItem>ERP Enterprise checks
		  how many templates are available for the business partner. If only one template
		  is available, the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session is
		  started. If more templates are available, the <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session is started.</ListItem>
         <ListItem>Click <GUIRef href="/baanerp/td/sls/tdsls2505m000#generate.order" role="command">Generate Sales Order</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of one of
		  these sessions. As a result, a sales order is generated based on the template
		  for the selected business partner.</ListItem>
      </ProcedureList>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If you start the <GUIRef href="/baanerp/td/sls/tdsls2605m000" role="session">Sales Order Template - Lines (tdsls2605m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls2505m000" role="session">Sales Order Templates (tdsls2505m000)</GUIRef> session stand-alone, and a sold-to business
		  partner is entered, you can also generate a sales order from the
		  template.</Paragraph>
      </Note>
   </GeneralSection>
   <GeneralSection ID="using_sales_catalogs">
      <SectionTitle>To enter sales order/quotation lines based on a
		catalog</SectionTitle>
      <ProcedureList>
         <ListIntro>To insert items from a catalog, you must perform the
		  following actions:</ListIntro>
         <ListItem>Create a product catalog. For more information, refer to <Link href="/baanerp/td/onlinemanual/000400" role="manual">Product catalogs</Link>.</ListItem>
         <ListItem>In the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls1600m000" role="session">Sales Quotation - Lines (tdsls1600m000)</GUIRef> session, enter sales order/quotation header
		  data.</ListItem>
         <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="" role="manual">Lines</GUIRef> tab, click <GUIRef href="/baanerp/td/sls/tdsls4101m000#catalogs" role="command">Insert from Catalog</GUIRef> to start the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session.</ListItem>
         <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session, select the appropriate catalog and click <GUIRef href="/baanerp/td/pct/tdpct0510m000#exec.user.0" role="command">Tree Structure</GUIRef>. As a result, either the <GUIRef href="/baanerp/td/pct/tdpct0510m100" role="session">Catalog Structure (tdpct0510m100)</GUIRef> session or <GUIRef href="/baanerp/td/pct/tdpct0601m000" role="session">Catalogs with Item Data (tdpct0601m000)</GUIRef> session starts in which the defined category
		  structure is displayed.</ListItem>
         <ListItem>To add items to the sales order/quotation, select an item from
		  the catalog structure and do one of the following: <List>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/pct/tdpct0510m100" role="session">Catalog Structure (tdpct0510m100)</GUIRef>
               </ListItemHead>
               <ListItem>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu, click <GUIRef href="" role="manual">Item Information</GUIRef>. As a result, the <GUIRef href="/baanerp/td/pct/tdpct0212s000" role="session">Item Information (tdpct0212s000)</GUIRef> session starts in which you can first enter an <GUIRef href="/baanerp/td/pct/tdpct0212s000#f.order.quantity" role="manual">Order Quantity</GUIRef> and then click <GUIRef href="/baanerp/td/pct/tdpct0212s000#order.item" role="manual">Order Item</GUIRef> to order the item.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/pct/tdpct0601m000" role="session">Catalogs with Item Data (tdpct0601m000)</GUIRef>
               </ListItemHead>
               <ListItem>In the Item Information group box, first enter an <GUIRef href="/baanerp/td/pct/tdpct0212s000#f.order.quantity" role="manual">Order Quantity</GUIRef> and then click <GUIRef href="/baanerp/td/pct/tdpct0212s000#order.item" role="manual">Order Item</GUIRef> to order the item.</ListItem>
            </List>
         </ListItem>
      </ProcedureList>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000377" role="manual">Sales order templates</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000400" role="manual">Product catalogs</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>