Order templates
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.
Saving a template
Build an order on the create order screen with the items, addresses, and settings you want to reuse.
Select Save as Template at the bottom of the page.
Enter a name for the template in the dialog.
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.
Give templates descriptive names like "Starter Kit - Domestic" or "Monthly B2B Reorder" so they're easy to identify later.
Loading a template
Navigate to Order Entry > Templates.
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.
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.
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.