Template Options - Department Items


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 make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.


Adding Department Items

Step     Action

  1.      Select {Department Items} on the right-hand side of screen to auto scroll to 

             Department Items section.

  2.      Select {New} under Department Items. An Add Department Items modal 

             window will open.

  3.      Select department items to be added by checking boxes on the left-hand side. 

             To select all department items, check box above Name.

  4.      Select {Add}. A results window will pop-up to confirm the department items 

             successfully saved.

 

Editing Department Items

Step     Action

  1.       Select {Department Items} on the right-hand side of screen to auto scroll 

            to Department Items section. 

  2.      Hover mouse over the name of the item to be edited under Department 

           Items section. A pencil icon will appear on the right-hand side of the name. 

           Select the pencil icon. A modal Edit Department Items window will open.

              Note: There is a refresh button on the right-hand side of Department Item field. This allows 

           you to reset to the parent department item.


  3.       Make required changes. (For more information on department item fields, see 

             Dockets-Department Items)

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

             was updated successfully.

 

Deleting Departments Items

Step     Action

  1.      Select items under Department Items to be deleted by checking 

           boxes on the left-hand side. All entries can be deleted by checking box

           to left of {New} under Department Items.

  2.      Select {Delete}. A results window will pop-up to indicate the selected 

           department items have been deleted.