The “Template configuration” menu allows you to configure a statement template and a sales plan according to a distribution circuit / type of delivery location / circuit combination.
Create a setting
Select at least one distribution channel and one location type (the circuit is optional) then click on
Duplicates
If the combination distribution circuit / type of delivery location / circuit already exists, the addition will not be carried out.
The row is added to the table. Then select a statement template and sales plan template for this combination. Then click

Change a setting
Click in the cell in the “Statement Templates” or “Sales Plan Templates” column that you want to modify to open the list of choices:

Delete a setting
Select the setting using the checkbox, click , then on
to save the deletion.