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. 


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 edit page, select {New} under Template Options

A New Template page will open.


 2.      Complete the General fields. 

          Note: Some fields will systemically calculate/prefill by default. These values can be overridden, if applicable.  


FieldDescription
NameThis is the Template Option name that will display throughout the system.  
ActiveDefault set to No. Toggle switch to Yes if template option is active. 
Template (Prefills based on Template Name)
This field will prefill based on the template option.
Description (Prefills with 'Template Name - Template Option Name)This is the description of the template option. If no description is entered, the description will prefill with 'Template Name - Template Option Name.'
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 ToEnter the dimensions the parent size is to be cut to (if applicable). It is generally the same as the run size and does not need to have a value. 
Pre Cut OutsEnter the number of press sheets that will be created from one (1) parent sheet.  
Pre CutsEnter the number of cuts to cut the parent sheet down to the press sheets. 
Pre Cut PriceEnter the price per pre cut.
Run SizeEnter the size of the stock that will be running through the press. It is a factor in calculating ups and post cuts. 
Flat SizeEnter the size that the item will be cut to and is a factor in calculating ups and post cuts. 
Finish SizeEnter the final (possibly folded) size of the item. 
Up (Calculates based on run size/flat size)Enter the number of copies run on one sheet.
On (Calculates based on run size/flat size)Enter the number of sheets to be printed on.
Post Cuts (Calculates based on run size/flat size) Enter the number of cuts to cut the Run Size down to the Flat Size.
Post Cut Price (Prefills based on Stock)Enter the price per cut for number of Post Cuts times the number of calculated lifts. 
Units of Measure (Informational Only)
Select an option from the drop-down that connects quantity and sets. This is an informational field that connects Quantity and Sets together when referring to things of many.  (i.e. 500 Pads of 50)

Note: These options can be modified. (See Dockets-Units of Measure)
SetsEnter the number of times artwork repeats itself on one item. (ie. a pad of 50, has 50 sets)
VersionsEnter the number of different pieces of artwork with the same specs. (i.e. 2 names of a business card would be 2 Versions)
SheetsEnter the number of physical sheets of paper required to make one finished item. When printing digitally this field will auto calculate based on the sheets provided on the press tab of an item. (i.e. a 20 page 8.5x11 booklet = 5 sheets of 11x17) 
Pages (Informational Only)Enter the number of printed pages in an item, it is an informational field only.  (i.e. 20 page booklet is 20 pages)
OversEnter the number of finished pieces needed in addition to the ordered Quantity. It will be added to the Quantity to calculate the Production Quantity which will be used to calculate the item. 
Waste (Calculates based on press if no value entered)This is the number of additional sheets needed to run or setup the item. Generally, it calculates from the press based on the number of sheets and from any waste set on Department Items. It can be overridden here, if applicable. 

 

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


Once the general Template Option information is saved, additional sections will become available including:

 



Watch How to Setup a Job Template