The Template Select Screen allows you to view templates based on whether Selected manually or automatically, Group, date, customer, invoice date and template type. You can complete the sales process initiated by the templates by clicking Process Templates

Selected By: Whether selected manually or automatically

Group: This is the template grouping as defined in the system

As of date: Last Date template created

Customer: You can select whether to view templates associated with a specific customer or all customers

Create:Allows you to choose if you want to create an invoice or sales order after template processing

Invoice Date: This is the invoice dates for the templates you want to view

Template Type:Different template categories defined in the system

Status: Completed or incomplete processes