There are two ways to create a template in EagleOwl:


Directly create a template:

  • Click on TEMPLATES > ADD TEMPLATE
  • Select INDENT (SKU) or INDENT (RECIPE)

  • Enter the name for the template.

  • The Indent Date will pick up as the current date by default.  Add a required date. Note that dates are not important while creating the template as they will be overwritten when you create the actual indent.
  • Select the outlet you will be requesting the SKU or recipes to.
  • Enter any remarks in the 'Notes, terms and conditions if required.
  • Enter the required indent items, quantity, and unit.
  • Click on ADD ITEM to add more items.
  • Click on SAVE
  • Now, you can create a new indent from this template by clicking on the icon highlighted in the image below:

  • You can also lock this template and clone it to other outlets by clicking on the icons highlighted in the image below:


Create a template from the past indents:

  • Click on TRANSFERS > RAISED INDENTS
  • Locate the indent that you want to save as a template.
  • Click on the icon as displayed in the image below:

  • This will take you to the Add Template page and you can follow the steps mentioned above to save it as a template.
  • Note that the number of free templates is restricted to 5 per outlet.