---
title: 1.2. Creating A Template
description: Purchasing and Sales templates can be created to store initial setup information for the different events to help of the speed of updating and issuing to suppliers and customers. Step 1: Go to the Pur
---

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3. [Initial Setup For Purchasing & Sales Manager](https://knowledgebase.foodsconnected.com/support/purchasing-sales-manager?hsLang=en#initial-setup-for-purchasing-sales-manager)

# 1.2. Creating A Template

Purchasing and Sales templates can be created to store initial setup information for the different events to help of the speed of updating and issuing to suppliers and customers.

**Step 1: **Go to *the **Purchasing Tool ***and select ***Purchasing Templates****. *This will display all current templates that have been created. To create a new template, click the blue ‘New Template’ button and select the type of template you would like to create.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168514605/original/mth-XC1LYCrJLK1AAAA1WS0UOh0SoPvsPA.png?1603794520)

- ***Negotiation Template***

*Are designed to allow the back and forwards between suppliers & customers through Foods Connected to agree volumes and prices for individual products*

- ***Promotion Template***

*Are designed to allow the back and forwards between suppliers & customers through Foods Connected to agree volumes and prices for individual products that sit outside the normal negotiations. It also allows suppliers to suggest non requested products and prices in addition.*

- ***Contract Template***

*Are designed to allow the agreements of contracts for longer periods of time to be captured in the system. This can also allow for items which have already been agreed to be captured in a central location.*

- ***Cost Model Template***

*Are designed for the complex deconstruction of carcases into individual components and balancing of cost and prices associated.*

**Step 2: *Negotiation*** and ***Promotion*** ***Templates***, after selecting the type of template you would like to create the below template configuration pop up will appear:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168515370/original/Q_pZSlqV_2VM0aVWaGcIhel3HQLW-dO1wA.png?1603794662)**Step 3: *Contract*** ***Templates***, after selecting the type of template you would like to create the below template configuration pop up will appear:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168516161/original/p563b_M--0ac4JjTj1PyUsB-_2fUZgVf-w.png?1603794809)

**Step 4: *Cost Model*** ***Templates***, after selecting the type of template you would like to create the below template configuration pop up will appear:

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168516408/original/cqRopeOH45sgecCQ-D5zCzTXgQez-w-4NA.png?1603794852)![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168516497/original/8uv4FyN3llYfGl536laMETYf4cOBE_0W_A.png?1603794875)

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43168516700/original/9KjcGtFVbOimtliddFK0ak-1J7PfrTrRrA.png?1603794917)

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- [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)
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- [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)
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- [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/)

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