---
title: "Order templates"
description: "Save up to 20 reusable cart configurations from Order Entry > Templates, then load, share, or delete them to speed up repeat orders."
doc_type: how-to
audience: merchant
sidebar_position: 7
# Provenance — do not edit by hand; used by re-run diffing and redirects.
confluence_page_id: "4160454660"
confluence_url: "https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/4160454660"
last_updated_in_confluence: "2026-02-18T21:41:42.723Z"
---
Order templates let you save a cart configuration for reuse. If you frequently create similar orders — same items, same shipping setup, same coupon — saving a template lets you load it in one click instead of rebuilding the order from scratch.

## Overview

You can save up to 20 templates per account. Each template captures the full cart state: items, addresses, coupons, shipping configuration, and custom fields. Templates can be shared across agents on your account.

Templates are managed from **Order Entry > Templates** in the left navigation menu.

![Order templates management page](pathname:///confluence/4160454660/oe-templates.png)

## Saving a template

1.  Build an order on the create order screen with the items, addresses, and settings you want to reuse.
2.  Select **Save as Template** at the bottom of the page.
3.  Enter a name for the template in the dialog.
4.  Select **Save**.

The template is saved with the current cart state. A counter shows how many templates you've used out of the 20 maximum.

:::tip

Give templates descriptive names like "Starter Kit - Domestic" or "Monthly B2B Reorder" so they're easy to identify later.

:::

## Loading a template

1.  Navigate to **Order Entry > Templates**.
2.  Each template is displayed as a card showing the template name, item count, customer name, email, ship-to city and state, coupon count, and whether it's shared.
3.  Select **Load** on the template you want to use.

UltraCart loads the template into a new cart and recalculates all prices on the server. You're then navigated to the create order screen with the template's contents ready for you to review, adjust, and process.

:::info

Prices are recalculated when loading a template, so the totals may differ from when the template was saved if product prices or shipping rates have changed.

:::

## Shared templates

Templates can be marked as shared, making them available to other agents on your account. Shared templates display a **Shared** tag on their card.

## Deleting a template

Select **Delete** on a template card to remove it. UltraCart asks for confirmation before deleting. Deleted templates free up space toward your 20-template limit.

## Related pages

-   [Creating an order](./creating-an-order.md)
-   [Quick picks](./quick-picks.md)
-   [Order entry overview](./index.md)