Sales Order Wizard

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Export Template

 
Sales Order Wizard has the additional functionality of extracting template definitions into an ‘xml’ file format to be exported to another environment, eliminating the need to recreate templates in the new environment.  This is most useful when templates are created in a test instance and then must be migrated to production.
 
Select the Template Name and click ‘Generate XML’. 
 
 
Select the directory to save the ‘xml’ file.
 
 
 
Click ‘OK’ to confirm the action.
 
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