Definition of template (Ord/Del/Inv) for a customer
Mise à jour le 18 septembre 2026·
It is now possible to define multiple Order, Delivery, and Invoicing templates for a customer, and select them as needed.
Example : Default addresses appear in bold.
When a customer is selected and multiple options are available, a selection window automatically pops up to present the different choices.
Once an option is selected, the three fields related to the customer are automatically filled in.
Info
It is possible that the customer ultimately selected differs from the one initially chosen.\nFor example, in the case of a group, you can select the group as the customer, but the system will then prompt you to choose:
- the entity placing the order
- the one to be delivered
- the one to be invoiced
This allows for flexible management of complex cases (multi-site customers, group, etc.).
