Can I clone a template from one module to another?
Yes. You can clone a template of your choice, from one module to another.
For Example, if you follow a certain standard template for all your business documents, you need not go to each and every module to create it.
You can simply design a template in any one of the following modules and clone it.
You can clone a template between :
- Purchase Order
- Sales Order
- Credit Note
- Package Slips
To clone a template:
- Go to Settings > Templates > Invoices or any module.
- Place your cursor over a template and click the button.
- Under Clone as, select a module to which you’d like to clone the template.
- A preview of the cloned template will be shown.
- On the left panel, provide a template name and click Save.