Job Templates are used to prefill specifications on an item more quickly. It is a general base for setting up similar items and products. The templates can be setup with the most common or lowest base of specs and then they can be customized on the quote or order to fit the request. Job templates make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.
For gang pricing, a markup can be added to account for the extra work required to produce multiple versions on one run.
To Navigate to a Job Template edit page:
Step Action
1. Select {Settings} and then select {Job Templates} under the Dockets section.
2. Hover mouse over the name of a template and select to open the Job Template's edit page.
Adding Multi Version Markups
Step Action
1. From the Job Template edit page, select {New} under Multi Version Markup.
A New Multi Version Markup modal window will open.
2. Complete the fields.
Field | Description |
Numbers of Versions | Enter in the Number of Versions for the markup |
Markup | Enter in the percentage value for the markup |
3. Select {Save}. A results window will pop-up to confirm the Multi Version Markup
saved successfully.
Editing Multi Version Markups
Step Action
1. From the Job Template edit page, hover mouse over the name of markup scale to be edited
under Multi Version Markups and select the pencil icon that appears on the right-hand side
of the name. An Edit Multi Version Markups modal will open.
2. Make required changes.
3. Select {Save}. A results window will pop-up to confirm the Multi Version
Markups saved successfully.
Deleting Multi Version Markups
Step Action
1. From the Job Template page, select items under Multi Version Markups to be deleted by
checking boxes on the left-hand side. All entries can be deleted by checking box to left of {New}
under Multi Version Markups.
2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
3. Select {OK} to delete selected items. A results window will pop-up to indicate
the selected markups successfully deleted.