How To Set Up Standard Text Line Templates for Sales and Purchases
Learn how to create and manage standard text line templates to streamline your sales and purchasing processes efficiently.
Written by Ryan Osborne
Updated at January 24th, 2025
Table of Contents
Creating a Standard Text Line
(for release Feb 2025)
If you find that you are always writing the same text lines on purchase orders or sales orders, you have the option to create and save default standard text lines, to do this:-
log into the system with a Prime user.
Go to Settings > Organisation Settings > Standard Texts
From here you can Edit or Delete any existing text lines or create a New standard text line.
If you click the new button, the pop-up has several fields to fill in.
Code: 3-character field to help you identify the text line quickly.
Order type: Sale, Purchase or Any.
Internal: An internal text line not to be printed on documentation.
Mirror on two-sided orders: When entering a direct-to-site or agency sale, should the text line be on both sides of the order, sale and purchase. Only available when order type “Any” is selected.
Standard Text: Enter your message here. System tokens like {user} can be used in this field.
Follow-on text: You can pick another text line to follow this one.
Once you have filled in the required information click the save button to accept the changes.
To add your new text line to an order, click the Text Line button at the bottom right of the order line.
From the popup, select your text message from the drop-down menu.
You can search from the drop-down if you have a lot of standard text lines.
Please note you do not need to select from the drop-down, you can free type a message in the Text note box.
If you do type the same message on several different orders the system will prompt you to create a new standard text line if you would like to.
if you choose to create the standard text line you need to fill in the text line form and click save and it will become available for selection.
