Template Options - General


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.


The ability to add Template Options will be available after the Job Template page has been saved and the edit page generated.


Step    Action

 1.       From the job template's edit page, select {New} under Template Options

A New Template page will open.


 2.      Complete the General fields. 

Field
Description
Name
Enter template Name.
Active
Default set to No. Toggle switch to Yes if template option is active.
Template


Select a Template Group from the drop-down menu.

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

Description
Add a template description, if applicable.
Add Stock

1. Select {Add Stock}. An Add Stock modal will open.
2. Select a stock to be used for this template by checking box on the left-hand side of stock name.
3. Select {Add}. The selected stock will now appear in place of the {Add Stock} button.

Note: Stock choice can be edited by selecting pencil icon on the right-hand side of added stock name. It can be deleted by selecting the X on the right-hand side of the pencil icon.
Outsourced Stock

Default set to No. If you want to outsource the stock, select Yes from the drop-down menu.  When set to Yes, the selected stock will not be removed from inventory.
Pre Cut To
Enter the dimensions the parent size is to be cut to (if applicable).
Pre Cut Outs
Enter the number of sheets that will be created from one (1) parent sheet.
Pre Cuts
Enter the number of cuts required to change the parent size into the run size.
Pre Cut Price
Enter the price per pre cut.
Run Size
Enter the dimensions of the sheet the press is going to print on.
Flat Size
Enter the dimensions of the sheet before folding.
Finish Size
Enter the dimensions of the finished printed work.
Up
Enter the number of copies run on one sheet.
On
Enter the number of sheets to be printed on.
Post Cuts
Enter the number of cuts required to turn the run size into the flat size.
Post Cut Price
Enter the price per post cut.
Units of Measure

Select an option from the drop-down that connects quantity and sets. (i.e. 500 Pads of 50)

Note: These options can be modified. (See Dockets-Units of Measure)

Sets
Enter a value for the number of repeat artwork on a job. (i.e. 50 sheets for a pad, 31 sets of 3 part NCR)
Versions

Enter a value for the number of items with the same specifications but different art. (i.e. 2 names for a business card, 2 brochures - 1 English and 1 French)
Sheets

Enter a value for the number of physical sheets it takes to make one finished piece. (i.e. 20 page booklet is 5 sheets, 3 sheets corner stapled is 3 sheets)
Pages

Enter value for the number of pages in an item (i.e. 20 page booklet is 20 pages)

Note: This value is just informational.

Overs
Enter quantity of Overs, if applicable.
Waste
Generally Waste would be determined by the Press, but you can override that here.

 

  3.  Select {Save}. The page will now show the name of the new template.


         Note: The option to add additional template information will be available once the General 

         information has been saved and the template edit page generated. (Template Options-Presses

         Template Options-Department ItemsGeneral-Notes, Template Options-Pricing, and

         Template Options-Default Quantities)