Order Templates

Order Templates on the INBULK platform allow you to save frequently used order configurations for quick reuse. Instead of filling out the entire order creation form every time, you can save your settings as a template and apply them with one click — significantly speeding up the order creation process.

📋 1. Overview

What are Order Templates?

Order Templates are saved configurations of order creation forms that store all your product, delivery, pricing, and payment settings. They are designed for users who regularly create similar orders.

Benefits

• ⚡ Save time — avoid re-entering the same data for recurring orders
• ✅ Reduce errors — use pre-validated settings instead of manual entry
• 👥 Share with team — company templates are accessible to all employees
• 🔄 Consistent orders — maintain uniform order parameters across your team

💾 2. Saving a Template

When to Save

After successfully creating an order, the platform offers you the option to save the order configuration as a template.

Step-by-Step

1. Complete the order creation process and submit your order
2. After the order is created, a “Save as Template” dialog appears
3. Enter a template name — choose a descriptive name (e.g., “Wheat FOB Odessa Q3”)
4. Select the ownership scope:

5. Click “Save” to store the template

⚠️ Important: You must select at least one ownership option (personal, company, or both). The template name cannot be empty.

💡 Tip: Use a clear naming convention for your templates. Include the product name, delivery terms, and any distinguishing details — for example, “Corn DAP Kyiv – Premium Quality”.

📦 3. What Templates Store

Templates save a comprehensive snapshot of your order configuration:

Product Data

Pricing & Quantity

Delivery & Payment

Order Settings

📂 4. Using Templates

Applying a Template

1. Navigate to Order Creation page
2. Look for the Template selector at the top of the form
3. Browse available templates from the dropdown:
   • Personal templates — your saved templates
   • Company templates — templates shared by your team
4. Click on a template to auto-fill the order creation form
5. Review and modify any fields as needed
6. Complete the order creation as usual

After Applying

• All form fields are populated with the template’s saved values
• You can edit any field before submitting — the template is just a starting point
• The original template remains unchanged when you modify form values

💡 Tip: Apply a template first, then make minor adjustments for each specific order. This is much faster than filling out the form from scratch.

✏️ 5. Managing Templates

Viewing Templates

Templates are available through the API and the order creation interface:

• Personal templates — visible only to the user who created them
• Company templates — visible to all employees with order creation permissions

Editing Templates

1. Access the template management section
2. Select the template you want to modify
3. Update the template name or settings
4. Save your changes

Deleting Templates

1. Find the template you want to remove
2. Click the Delete action
3. Confirm the deletion

⚠️ Important: Deleting a company template removes it for all employees. Make sure no one else relies on the template before deleting it.

👥 6. Template Visibility & Access

Access Control

Best Practices for Teams

• ✓ Create company templates for standardized orders that multiple team members create
• ✓ Use personal templates for your individual trading patterns
• ✓ Agree on a naming convention within your team for company templates
• ✓ Periodically review and clean up outdated templates

💡 Tips and Possible Errors

Tips

• ✓ Save templates for your most common order types — it will save significant time
• ✓ Use descriptive template names that include product, terms, and quality level
• ✓ Share company templates for orders that multiple team members regularly create
• ✓ Review template values after applying — market conditions and prices change
• ✓ Create separate templates for different delivery terms (DAP, FCA, FOB, etc.)
• ✓ Update templates when your standard order parameters change

⚠️ Possible Errors

🎯 Summary

After reading this guide, you know how to:

✅ Save order configurations as templates after creating an order

✅ Choose the right ownership scope (personal, company, or both)

✅ Apply templates to quickly fill out the order creation form

✅ Manage, edit, and delete your templates

✅ Use templates effectively to speed up your trading workflow

Order Templates are a powerful productivity tool on the INBULK platform — they eliminate repetitive data entry and help your team maintain consistent order quality.

🔄 Template Workflow

Create Order → Save as Template → Name & Scope Selection → Template Saved
                                                                ↓
New Order → Select Template → Form Auto-Filled → Review & Submit
                                                                ↓
                                              Edit / Delete Template