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Order Templates
Medline.com's Order Templates section provides you with the ability to create and access custom item lists for the products you order most frequently. Utilizing these personal order templates can be an easy and efficient way to add items to future orders!
Please continue reading below for FAQs on Order Templates, or use the left-hand navigation to find detailed tutorials on specific template topics.
How many templates can I create?
There is no limit to the number of templates you may create. That being said, you may want to visit "Editing a Template" to learn how to utilize the categorization feature within a template to help keep your items organized.
How many items can I have on a template?
While we do not set a limit on the number of items you can add to a single template, we do caution that you may experience slowness as the template gets quite long. For that reason, we recommend that your templates contain 200 item lines or fewer.
1. Order Templates
You may create a new template from this page, but you may also create templates as you are searching our product catalog or searching your item history. See the tutorial on Adding Items to a Template for more information on creating templates as well.
Search for your template by name if there are multiple pages with templates on your account.
Use this feature to upload templates. Review the Format Guide along with downloading the Sample Order File to be able to easily upload a file to create a new template.
See the templates for your account with some additional information. Click on a template name to access that particular template.
2. View Template
Once creating a template, you may edit the template allowing a user to edit the name of the template, create categories, etc. See the Editing Templates tutorial for more information.
Export your template into excel to get a list of all items on your template.
Copy a template to make another version, most popular with Master Templates since Master Templates are not able to be edited unless done by the Sales Rep who created the template. Make a copy edit the newly copied template.
Once quantities are input in the quantity field for the items you’d like to add to your shopping cart, click on the Add to Order button.
Add items from one template to another.
See up to date availability of your items.
Verify that your items are on formulary and/or contract. You will see a checkmark in the appropriate column.
Track any changes that have taken place on the template since it was created.
