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.


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's 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's 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's edit 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.