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Template types

Depending on your role in the system you can create, edit and use different types of templates. Templates can only be edited by the person who created them.

In the Baskets list the different types of templates are indicated by different coloured icons:

Template type

Created by

Can be used by

User template

Requester or Buyer

User who created the template

Companytemplate

Purchaser

All users belonging to the companies that have been assigned in the template (tab Users and companies).

Individual users can also be assigned to the template.

System template

Administrator

All users belonging to the companies that have been assigned in the template (tab Users and companies).

Individual users can also be assigned to the template.

Quantity request

Purchaser

All users belonging to the companies that have been assigned in the template (tab Users and companies).

Individual users can also be assigned to the template.

Personal copy of a quantity request

Requester or Buyer

The user who created the copy of the quantity request template.

See also

Creating a new template

Creating a quantity request

Scheduling templates/quantity requests for use

Assigning companies and users to templates

Creating a new basket using a template

Editing templates

Deleting templates