Job Templates - Multi Version Markup


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.


For gang pricing, a markup can be added to account for the extra work required to produce multiple versions on one run.


Adding Multi Version Markups

Step     Action

  1.      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.


  4.       Select to close pop-up results window.

 

Editing Multi Version Markups

Step     Action

  1.        Scroll to Multi Version Markups

  2.      Hover mouse over the name of markup scale to be edited under Multi 

             Version Markups. A pencil icon will appear on the right-hand side of the 

             name. Select the pencil icon. A modal Edit Multi Version Markups 

             window will open.

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  3.      Make required changes.

  4.      Select {Save}. A results window will pop-up to confirm the Multi Version 

             Markups saved successfully.


  5.       Select to close pop-up results window.

 

 

Deleting Multi Version Markups

Step     Action 

  1.      Scroll to Multi Version Markups section. 

  2.      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.

  3.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  4.      Select {OK} to delete selected items. A results window will pop-up to indicate

          the selected markups successfully deleted.

  5.      Select X to close pop-up results window.