Order Templates

Building Order Templates on our website offers an easy way to curate and save lists of commonly ordered products for easy reference when you need to reorder.

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

How to Create an Order Template: 

  1. Login to your East Coast Metal Distributor's Account
  2. Click on the Order Templates link in your customer portal menu
  3. Click on Create New Order Template and name your template
  4. Now you can start adding product to your Order Template

How to add product to an Order Template: 

There are a three ways to add product to an order template

  1. Product Page: Navigate to a product page and select the Add to Order Template drop down arrow. From here, you can select which template you would like to add that product to.
  2. Quick Order: Go to the Quick Order link located in the top menu bar of the website. From here you can add items individually or by multiples, you can even upload a CSV file. Once these items have been added to Quick Order you can then select which template you would like to add that product to.
  3. Order Template: Go to the Order Template you would like to add product and scroll to bottom of list. From here you can add items individually or by multiples, you can even upload a CSV file. Once these items have been added, click on Add to Order Template.

How to order from an Order Template: 

  1. Login to your East Coast Metal Distributor's Account
  2. Click on the Order Templates link in your customer portal menu
  3. Click on the Order Template you would like to order from
  4. Enter the quantity and click add to cart on each individual item OR enter your quantities and check the box to the left of the product and click Add Selected Item(s) to Cart at the bottom of the page. 
  5. Once all desired items are added to cart you can proceed to checkout. It's important to note that you can order from multiple Order Templates before proceeding to checkout. 

Still have questions?

Contact your local branch or salesperson to help with set up or schedule a demo.