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Software and services for post-acute care

Optimizing Sales Order Templates and Workflow

This 4-hour online class will provide you with the best practices for configuration and management of when, why and how to use Sales Order Templates. Sales Order Templates are designed to use for recurring purchase item orders. We will discuss pros for using templates to streamline order processes as well assist with fulfillment efficiency. In addition, we will discuss a productive and efficient workflow for the sales order templates and related sales orders.


Date and Time

August 27, 2020 / 1:00 pm - 5:00 pm

Who should attend

Administrators and managers responsible for creating Sales Order Templates or anyone who would like to learn how to use Sales Order Templates. Anyone responsible for understanding the workflow for Sales Orders, New Hires


$199 per Student


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