---
title: 1.2 Creating A Template
description: "Step 1: Select trading and planning then Order Templates. Then select ‘Add New’ Step 2: Add in the relevant inputs for the template and press save at the bottom right of the screen once completed. "
---
[Skip to content](https://knowledgebase.foodsconnected.com/support/1.2-creating-a-template#main-content)
English
Show submenu for translations
[Contact us](https://knowledgebase.foodsconnected.com/support/kb-tickets/new?hsLang=en) [Customer portal](https://customerportal.foodsconnected.com/tickets-view?hsLang=en)
![fc-logo.svg\]](https://knowledgebase.foodsconnected.com/hubfs/fc-logo.svg)
- [Default HubSpot Blog](https://blog.foodsconnected.com/)
Open main navigation
Close main navigation
- [Default HubSpot Blog](https://blog.foodsconnected.com/)
- English
Show submenu for translations
- [Contact us](https://knowledgebase.foodsconnected.com/support/kb-tickets/new)
- [Customer portal](https://customerportal.foodsconnected.com/tickets-view)
- Go to foodsconnected.com
Go to foodsconnected.com
NEED SOME HELP?
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://knowledgebase.foodsconnected.com/support?hsLang=en)
2. [Order Manager](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en)
3. [Initial Setup For Order Templates](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#initial-setup-for-order-templates)
# 1.2 Creating A Template
**Step 1: **Select trading and planning then Order Templates. Then select ‘Add New’
****
**Step 2: **Add in the relevant inputs for the template and press save at the bottom right of the screen once completed.
**Site: **Select the site that the template applies to
**Order Type: **Select the type of order: (Purchase, Sales, Stock Transfer)
**Order Sub Type: **Goods or Services
**Template Title: **Populate the name of the template e.g. Beef Buying Prices
**Product Category: **This will default to ‘All’, change if required to filter products which can be linked
**Include Prices: **Yes or No
**Currency: **Select the currency
**Default Tax: **Select the % of tax if any
**Default Linked Trading Template: **Select a trading template that prices will be automatically linked to if required.
[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43191762256/original/gzoaRMT-j0XD6FxcyFTb3Bp55w9Wror7hA.png?1611651176)
**Supplier Type: **Select the type of supplier e.g. processor, cold store to filter options available
**Default Supplier: **Will select a default supplier, can be left as ‘Please Select’ if you would like to select when issuing the order
**Default Supplier Contact: **Will select a default supplier contact, can be left as ‘Please Select’ if you would like to select when issuing the order
**Show intake Data to Supplier Users: **Yes or No: If selected yes the supplier will be able to see the intake data.
**Show Pricing to Supplier Users: **Yes or No: If selected yes the supplier will be able to see pricing.
[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43191763600/original/hiLwCj_S3koOemN1v9BuQcjqIye4bFZs1A.png?1611651359)
**Tolerances active: **Yes or no, if selected yes it will allow configuration of acceptable tolerances levels for orders
**Responses Comments Enabled: **If selected Yes responders can add comments into a comment box.
**Delivered To: **Allows you to configure who the product is delivered to and who is notified:
** Off **– No delivered to user
**Company Site **– A site within your business group
**Supplier **– Links to the Supplier Manager for Purchase orders and Customer Manager for Sales Orders
**Delivery Instructions **– Text field option
**Company Site: **Select the site
**Delivered Supplier Type: **Select the supplier sub type e.g. Producer or Processor
**Delivered to Supplier: **Select the supplier, can be left as ‘Please Select’ if you would like to select when issuing the order
**Show Pricing to Delivered Users: **If selected Yes the user is able to see the pricing
**Completed By: **Select off or Receiver or Sender to specify who will be required to complete order confirmation details.
**Require Confirmation Number 1 (Naming convention setup in admin section): **Yes or No option
**Require Confirmation Number 2 (Naming convention setup in admin section): **Yes or No option
**Require Confirmation Number 3 (Naming convention setup in admin section): **Yes or No option
**Require Dispatch Date: **Yes or No option
**Require Secondary Units: **Yes or No option
**Supplier Update Price on Confirmation: **Yes or No option, this will allow the supplier to update prices.
**Default Product Price File: **Select a price file you would like to link to automatically populate prices. Please note you cannot select to link by trading template and price file.
**Line-Item Price Check: **If Yes it will prevent the immediate finalising of orders that have line items with a price of 0
**Set Max Value Limit: **Prevent immediate finalising of orders that have line items / total value over a set of value.
**Step 3: **Once you press save it will take you to the template to populate various fields as per the below. You can add general notes which will be displayed on the order and create requests for information which will require the responder to complete a text response to the request.
**Step 4: **To add products select Add Products as per the below. Once you select this you have can choose the product category and the product code. You can search by product code and description and tick the products you would like to add. If you press Manage Company Products this will take you to the product file in the settings page. Press add selected at the bottom right once completed.
**Step 5: **The order in which products are displayed can be amended by clicking ‘Reorder Products’ and dragging the products into the desired order and clicking save order. Additional line level comments can be added, and products deleted from the template.
[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43191764939/original/Tsr-GD1HW3MZLlobKMUgWzNQtK1ln8jPxQ.png?1611651584)
**Step 6: **Click Save Templateat the bottom of the screen**. **You will have two options either Save or Save & Exit (this will take you back to the order manager)
[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43191765358/original/6HLealugJxVazXlN5NsNVlOnzQpjezQGAA.png?1611651647)
- [FAQs](https://knowledgebase.foodsconnected.com/support/faqs?hsLang=en)
- [Activation Process](https://knowledgebase.foodsconnected.com/support/activation-process?hsLang=en)
- [One Pagers](https://knowledgebase.foodsconnected.com/support/one-pagers?hsLang=en)
- [Document Request Manager](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#tool-documentation)
- [Initial Setup of Supplier Document Manager](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#initial-setup-of-supplier-document-manager)
- [Company Documents](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#company-documents)
- [Document Request](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#document-request)
- [Sent Document Request](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#sent-document-request)
- [Linking Documents to a Product](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#linking-documents-to-a-product)
- [Document Watchlist](https://knowledgebase.foodsconnected.com/support/document-request-manager?hsLang=en#document-watchlist)
- [Settings- Company Settings](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#main-content)
- [Company Settings- Full Guide](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#company-settings-full-guide)
- [My Profile](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#my-profile)
- [Task Manager](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#task-manager)
- [User Email Settings](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#user-email-settings)
- [Privacy Settings](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#privacy-settings)
- [Changing Password](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#changing-password)
- [Additional Security Measures](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#additional-security-measures)
- [Company Profile](https://knowledgebase.foodsconnected.com/support/settings-company-settings?hsLang=en#company-profile)
- [Settings- Company Users Email & Security](https://knowledgebase.foodsconnected.com/support/settings-company-users-email-security?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/settings-company-users-email-security?hsLang=en#tool-documentation)
- [Company Users, Email & Security](https://knowledgebase.foodsconnected.com/support/settings-company-users-email-security?hsLang=en#company-users-email-security)
- [Supply Chain Manager](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#tool-documentation)
- [Creating A Supply Chain Template](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#creating-a-supply-chain-template)
- [Generating & Sharing The Template](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#generating-sharing-the-template)
- [Completing The Supply Chain](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#completing-the-supply-chain)
- [Viewing & Exporting Completed Supply Chains](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#viewing-exporting-completed-supply-chains)
- [Extracting Path Points Into Supplier Manager](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#extracting-path-points-into-supplier-manager)
- [Editing Completed Supply Chains](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#editing-completed-supply-chains)
- [Bulk Updating Completed Supply Chains](https://knowledgebase.foodsconnected.com/support/supply-chain-manager?hsLang=en#bulk-updating-completed-supply-chains)
- [Product Check Manager](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#tool-documentation)
- [How To Access Product Check Manager](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#how-to-access-product-check-manager)
- [Setup](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#setup)
- [How To Record A Product Check](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#how-to-record-a-product-check)
- [How To Record A Product Check On The Tablet](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#how-to-record-a-product-check-on-the-tablet)
- [How To Access The Activity Overview For Product Check Manager](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#how-to-access-the-activity-overview-for-product-check-manager)
- [Reporting](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#reporting)
- [User Access](https://knowledgebase.foodsconnected.com/support/product-check-manager?hsLang=en#user-access)
- [Internal Document Manager](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#tool-documentation)
- [Initial Setup for Internal Documents](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#initial-setup-for-internal-documents)
- [Adding Internal Documents](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#adding-internal-documents)
- [Managing Internal Documents](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#managing-internal-documents)
- [Managing Folders](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#managing-folders)
- [Appendix](https://knowledgebase.foodsconnected.com/support/internal-document-manager?hsLang=en#appendix)
- [Production Models](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#main-content)
- [Overview](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#overview)
- [Setup Production Model Template](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#setup-production-model-template)
- [Generating Production Model](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#generating-production-model)
- [Setting up a Cost Model](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#setting-up-a-cost-model)
- [Generating a Cost Model](https://knowledgebase.foodsconnected.com/support/production-models?hsLang=en#generating-a-cost-model)
- [Supplier Manager](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#tool-documentation)
- [Initial Set up](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#initial-set-up)
- [Adding a New Supplier](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#adding-a-new-supplier)
- [Accessing Your Supplier List](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#accessing-your-supplier-list)
- [Viewing Supplier Details](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#viewing-supplier-details)
- [Editing or Updating Supplier Details](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#editing-or-updating-supplier-details)
- [Activity Overview](https://knowledgebase.foodsconnected.com/support/supplier-manager?hsLang=en#activity-overview)
- [Settings- Manage Products](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#main-content)
- [Admin](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#admin)
- [Initial Set Up](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#initial-set-up)
- [Managing Products](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#managing-products)
- [Customer Received Products](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#customer-received-products)
- [Product Activity](https://knowledgebase.foodsconnected.com/support/settings-manage-products?hsLang=en#product-activity)
- [Supplier Questionnaire Manager](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#tool-documentation)
- [Creating A Questionnaire Template](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#creating-a-questionnaire-template)
- [Sharing A Questionnaire](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#sharing-a-questionnaire)
- [Responding to Questionnaires](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#responding-to-questionnaires)
- [Viewing Received Questionnaires](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#viewing-received-questionnaires)
- [Reporting Questionnaires](https://knowledgebase.foodsconnected.com/support/supplier-questionnaire-manager?hsLang=en#reporting-questionnaires)
- [Supplier Check Manager](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#tool-documentation)
- [Creating A Supplier Check](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#creating-a-supplier-check)
- [Recording A Check On The Tablet](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#recording-a-check-on-the-tablet)
- [Recording A Check On The Desktop](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#recording-a-check-on-the-desktop)
- [Viewing, Reviewing, Requesting Corrective Action & Confirming Checks](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#viewing-reviewing-requesting-corrective-action-confirming-checks)
- [Completing A Snapshot Report](https://knowledgebase.foodsconnected.com/support/supplier-check-manager?hsLang=en#completing-a-snapshot-report)
- [Supplier Document Manager](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#tool-documentation)
- [Initial Setup of Supplier Document Manager](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#initial-setup-of-supplier-document-manager)
- [Creating A Supplier Document Template](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#creating-a-supplier-document-template)
- [Building The Document](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#building-the-document)
- [Approving The Document Internally Before Sending Out](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#approving-the-document-internally-before-sending-out)
- [Delete Documents](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#delete-documents)
- [View Selected](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#view-selected)
- [Sharing A Document With Suppliers To Sign Off](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#sharing-a-document-with-suppliers-to-sign-off)
- [Exceptions](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#exceptions)
- [Sign Off Review](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#sign-off-review)
- [Viewing A Customer Document](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#viewing-a-customer-document)
- [Sign Off The Document](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#sign-off-the-document)
- [Assign Responsibility](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#assign-responsibility)
- [Delete/Reject Selected](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#delete-reject-selected)
- [Receiving & Viewing An Exception](https://knowledgebase.foodsconnected.com/support/supplier-document-manager?hsLang=en#receiving-viewing-an-exception)
- [Risk Assessment Manager](https://knowledgebase.foodsconnected.com/support/risk-assessment-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/risk-assessment-manager?hsLang=en#tool-documentation)
- [Creating A Risk Assessment Template](https://knowledgebase.foodsconnected.com/support/risk-assessment-manager?hsLang=en#creating-a-risk-assessment-template)
- [Recording, Updating & Viewing Risk Assessments](https://knowledgebase.foodsconnected.com/support/risk-assessment-manager?hsLang=en#recording-updating-viewing-risk-assessments)
- [Creating Reports](https://knowledgebase.foodsconnected.com/support/risk-assessment-manager?hsLang=en#creating-reports)
- [Incident Manager](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#tool-documentation)
- [Initial Setup](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#initial-setup)
- [Create Incident Forms – Supplier & Customer Confirmations](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#create-incident-forms-supplier-customer-confirmations)
- [Edit Incident Forms – Supplier & Customer Confirmations](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#edit-incident-forms-supplier-customer-confirmations)
- [RASFF Notifications](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#rasff-notifications)
- [Create An Incident From The RASFF Notifications](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#create-an-incident-from-the-rasff-notifications)
- [View Incident](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#view-incident)
- [Edit Incident](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#edit-incident)
- [Share An Incident](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#share-an-incident)
- [View Company Incident Shares](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#view-company-incident-shares)
- [View Responses From Supplier](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#view-responses-from-supplier)
- [Request More Info](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#request-more-info)
- [Respond To Incident/Confirm/Close Out Incident](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#respond-to-incident-confirm-close-out-incident)
- [Supplier Side Incident Manager](https://knowledgebase.foodsconnected.com/support/incident-manager?hsLang=en#supplier-side-incident-manager)
- [Remote Audit Manager](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#tool-documentation)
- [Initial Set Up](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#initial-set-up)
- [2. Creating / Editing Standard Template](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#2-creating-editing-standard-template)
- [Sharing Standard Template](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#sharing-standard-template)
- [Receiving A Shared Standard](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#receiving-a-shared-standard)
- [Recalling A Shared Standard](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#recalling-a-shared-standard)
- [Reviewing & Approving](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#reviewing-approving)
- [Accessing Activity History](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#accessing-activity-history)
- [Updating Standard](https://knowledgebase.foodsconnected.com/support/remote-audit-manager?hsLang=en#updating-standard)
- [Specification Manager](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#tool-documentation)
- [Initial Setup For Specification Manager](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#initial-setup-for-specification-manager)
- [Creating Specification Templates](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#creating-specification-templates)
- [Creating And Managing Company Specifications](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#creating-and-managing-company-specifications)
- [Creating and Managing Collaborative Specifications](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#creating-and-managing-collaborative-specifications)
- [Creating and Managing Ingredient Specifications](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#creating-and-managing-ingredient-specifications)
- [Sharing and Managing External Specifications](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#sharing-and-managing-external-specifications)
- [Providing Customer Access To Linked Specifications](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#providing-customer-access-to-linked-specifications)
- [Managing Specification Exceptions](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#managing-specification-exceptions)
- [Viewing Specifications On The App](https://knowledgebase.foodsconnected.com/support/specification-manager?hsLang=en#viewing-specifications-on-the-app)
- [Customer Complaint Manager](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#tool-documentation)
- [How To Access Customer Complaints](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#how-to-access-customer-complaints)
- [Setup](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#setup)
- [Customer Complaint Usage](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#customer-complaint-usage)
- [How To Access The Activity Overview For Customer Complaints](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#how-to-access-the-activity-overview-for-customer-complaints)
- [Reporting](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#reporting)
- [User Access](https://knowledgebase.foodsconnected.com/support/customer-complaint-manager?hsLang=en#user-access)
- [Internal Check Manager](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#tool-documentation)
- [Initial Setup For Internal Checks](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#initial-setup-for-internal-checks)
- [Creating A Master Internal Check Template](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#creating-a-master-internal-check-template)
- [Create A Confirmation Template](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#create-a-confirmation-template)
- [Create A Child Internal Check Template](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#create-a-child-internal-check-template)
- [Recording A Check On The Tablet](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#recording-a-check-on-the-tablet)
- [Viewing, Reviewing & Confirming Checks](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#viewing-reviewing-confirming-checks)
- [Creating Reports](https://knowledgebase.foodsconnected.com/support/internal-check-manager?hsLang=en#creating-reports)
- [Workflow Manager](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#tool-documentation)
- [Creating A New Template](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#creating-a-new-template)
- [Approving A Template](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#approving-a-template)
- [Generating A New Project Workflow](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#generating-a-new-project-workflow)
- [Actioning A Notification Email](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#actioning-a-notification-email)
- [Appendix](https://knowledgebase.foodsconnected.com/support/workflow-manager?hsLang=en#appendix)
- [Stock Manager](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#tool-documentation)
- [Accessing The Stock Manager](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#accessing-the-stock-manager)
- [Setup & Admin](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#setup-admin)
- [Stock Manager Usage](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#stock-manager-usage)
- [Reporting](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#reporting)
- [User Access](https://knowledgebase.foodsconnected.com/support/stock-manager?hsLang=en#user-access)
- [Forecast Manager](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#tool-documentation)
- [Initial Setup](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#initial-setup)
- [Sending Forecasts](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#sending-forecasts)
- [Shared Forecasts](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#shared-forecasts)
- [Reviewing Submitted Confirmation Forecasts](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#reviewing-submitted-confirmation-forecasts)
- [Updating Shared Confirmation Forecasts](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#updating-shared-confirmation-forecasts)
- [Reviewing Forecasts](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#reviewing-forecasts)
- [Sending Volumes To Negotiation Templates](https://knowledgebase.foodsconnected.com/support/forecast-manager?hsLang=en#sending-volumes-to-negotiation-templates)
- [Order Manager](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#tool-documentation)
- [Initial Setup For Order Templates](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#initial-setup-for-order-templates)
- [Creating An Order Template](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#creating-an-order-template)
- [Multi Order Drafts](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#multi-order-drafts)
- [Sent Orders](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#sent-orders)
- [Received Order](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#received-order)
- [Activity](https://knowledgebase.foodsconnected.com/support/order-manager?hsLang=en#activity)
- [Meeting Notes Manager](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#tool-documentation)
- [Accessing Meeting Notes Manager](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#accessing-meeting-notes-manager)
- [Company Meetings](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#company-meetings)
- [Received Meetings](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#received-meetings)
- [Activity Overview](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#activity-overview)
- [Admin](https://knowledgebase.foodsconnected.com/support/meeting-notes-manager?hsLang=en#admin)
- [Customer Tool Guides](https://knowledgebase.foodsconnected.com/support/customer-tool-guides?hsLang=en#main-content)
- [Foods Connected](https://knowledgebase.foodsconnected.com/support/customer-tool-guides?hsLang=en#foods-connected)
- [Traceability Manager](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#tool-documentation)
- [Setting Up Traceability Manager](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#setting-up-traceability-manager)
- [Recording A New Traceability Check](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#recording-a-new-traceability-check)
- [Sharing A Traceability Template](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#sharing-a-traceability-template)
- [Confirming A Traceability Template](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#confirming-a-traceability-template)
- [Viewing Completed Traceability Templates](https://knowledgebase.foodsconnected.com/support/traceability-manager?hsLang=en#viewing-completed-traceability-templates)
- [Supplier Audit Manager](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#tool-documentation)
- [Initial Setup](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#initial-setup)
- [Building A Custom Audit](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#building-a-custom-audit)
- [Using And Completing An Audit](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#using-and-completing-an-audit)
- [Update An Audit](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#update-an-audit)
- [Request An Internal Review](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#request-an-internal-review)
- [Mark Audit As Complete](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#mark-audit-as-complete)
- [Notify Team Members](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#notify-team-members)
- [Send PDF Report](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#send-pdf-report)
- [Export Full Audit Table To PDF](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#export-full-audit-table-to-pdf)
- [Export Full Audit Table To Excel](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#export-full-audit-table-to-excel)
- [Recall Audit](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#recall-audit)
- [Reopen Audit](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#reopen-audit)
- [Managing Activity Subscriptions](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#managing-activity-subscriptions)
- [Supplier Provided Audits](https://knowledgebase.foodsconnected.com/support/supplier-audit-manager?hsLang=en#supplier-provided-audits)
- [Purchasing & Sales Manager](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#tool-documentation)
- [Initial Setup For Purchasing & Sales Manager](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#initial-setup-for-purchasing-sales-manager)
- [Sending A Template](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#sending-a-template)
- [Agreements](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#agreements)
- [Pricing Grids](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#pricing-grids)
- [Reporting](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#reporting)
- [Visit & Audit Schedule](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#tool-documentation)
- [Visiting & Audit Schedule](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#visiting-audit-schedule)
- [Admin Settings](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#admin-settings)
- [Requesting A Visit/Audit](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#requesting-a-visit-audit)
- [Responding To A Requested Visit/Audit](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#responding-to-a-requested-visit-audit)
- [Calendar View Of Visit/Audit Requests](https://knowledgebase.foodsconnected.com/support/visit-audit-schedule?hsLang=en#calendar-view-of-visit-audit-requests)
- [Formbuilder](https://knowledgebase.foodsconnected.com/support/formbuilder?hsLang=en#main-content)
- [Tool Documentation](https://knowledgebase.foodsconnected.com/support/formbuilder?hsLang=en#tool-documentation)
- [Building A Template](https://knowledgebase.foodsconnected.com/support/formbuilder?hsLang=en#building-a-template)
- [Reordering Sections / Fields](https://knowledgebase.foodsconnected.com/support/formbuilder?hsLang=en#reordering-sections-fields)
- [Appendix – Explanation Of Field Types](https://knowledgebase.foodsconnected.com/support/formbuilder?hsLang=en#appendix-explanation-of-field-types)
- [Default HubSpot Blog](https://blog.foodsconnected.com/)
# Foods Connected
Copyright © 2026, Foods Connected