Job Templates - Searching Job Templates


Overview


Job templates are generally generic types of jobs that are used as a base for quotes and orders. They can be setup with the most common or lowest base of specs and can be customized on the quote or order to fit the request. Job templates can make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.


Search filters on job templates can be used to locate a particular job template or it can be used to find multiple templates with similar specs.


Searching Job Templates

Step     Action

  1.       Select {Settings} and then select {Job Templates} under Dockets.

 

  2.       Enter search criteria using search fields under Templates. The search criteria 

            that can be used include:

Field
Description
Active Templates
Select Yes or No from drop-down menu to include Active Templates in search.
Active Templates OptionsSelect Yes or No from drop-down menu to include Active Templates Options in search.
Group
Select a Group option from the drop-down menu.

Note: These options can be modified. (See Dockets-Template Groups)

Template Name
Enter a full or partial Template Name.
Option
Enter a full or partial Option.
Press
Select a Press option from the drop-down menu.
Note: These options can be modified. (See Dockets-Presses)

Stock Name
Enter a full or partial Stock Name.
Stock Weight
Enter value for Stock Weight.
Stock Size
Enter value for Stock Size (Width x Length).
Department Item
Select some Department Item options from the drop-down menu.
Note: These options can be modified. (See Dockets-Department Items)
Number of Sides
Select Number of Sides options from the drop-down menu.

   3.      Once Search criteria has been entered, select {Search}.  To clear all search

            criteria, select {Clear}.