Series: Learn How To Use The Website Like A Pro – Tip #8 Order Templates

Do you order the same products over and over again? East Coast Metal Distributors has a solution to better streamline the ordering process for you. Our Order Template feature can help you create a list of products that are tailored to your order habits. Building order templates on our website is easy and helps you save lists of commonly ordered products for easy reference when you need to reorder.

Steps to create an order template:  

1) Login to your account

2) Select order templates in the dashboard menu

3) Click on create order template

4) Once you have create a template you can add product by clicking the star icon on product pages.

Once you have created your order templates, placing an order becomes a breeze. 

  1. Go to your dashboard and select order templates
  2. Select the order template and enter desired quantities
  3. Add items to cart and checkout

Order Template Examples:

Categories of specific inventory 

Upcoming Jobs 

Equipment packages regularly ordered 

Supplies that you tend to order over and over again 

Inventory that you stock at your warehouse  

Get started today creating your own templates to meet your needs. Have questions? Contact your local salesperson or branch for additional assistance. 

Author: East Coast Metal Distributors

Our mission is to deliver the quality HVAC products you need, when you need them, and provide expert technical support. Our goal is to be your HVAC Supplier of Choice.