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. 


Grid pricing can be setup for particular specifications, and as information is customized on a quote or order than pricing will adjust itself accordingly.


Note: If default quantities have not been added, the pricing table will not populate values when the template is added to an order. If default quantities are added but a selected quantity has not been designated, an error message will generate when the template is added to an order.


To Navigate to Template Option - Pricing from Dashboard:

Step     Action 

  1.       Select {Settings} and then select Job Templates under Dockets section.

  2.       Hover mouse over the name of a Job Template and select to open the job template's edit 

            page.       

  3.       Hover mouse over the name of item under Template Option section and select to open the 

            template option's edit page. Pricing can then be setup from the edit page.


Pricing by Press

Step     Action 


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

            section.  

  2.       Select {Press} from the Price By drop-down menu. The page will refresh and a results 

            window will pop-up confirming Price By has been successfully saved.


            Note: Pricing Scales cannot be added when pricing by press. 


Pricing by Template

Adding Pricing Scales

Step     Action 

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

            section.  


  2.       Select {Price by Template} from the Price By drop-down menu.

  3.       Select {New} under Pricing. A New Price Scale modal window will open.

  4.      Complete the fields. 

           Note: Only unique quantities can be added to pricing.

Field
Description
Quantity Up To

Enter in the end quantity for the price scale.

i.e. 1st Scale: 500
(from 1 -500)
2nd Scale: 1000
  (from 501 - 1000)

Total Price
Enter the Total Price, if applicable.

Note: When a Price Per Piece has been entered, the system will calculate the Total Price. 
Price Per Piece
Enter the Price Per Piece, if applicable. 

Note: When a Total Price has been entered, the system will calculate the Price Per Piece. 

  5.      Select {Save} to add a single price scale option or {Save and add New} to add multiple 

           price scale options. A results window will pop up to indicate the scale has been successfully 

           saved.


Editing Pricing Scales

Step     Action 

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

            section.  

  2.       Hover mouse over the name of price scale to be edited. A pencil icon will appear

            on the right-hand side of the name. Select the pencil icon.

            A Quantity Up To modal window will open.

  3.  Make required changes.


  4.      Select {Save} to save edited price scale option or {Save and add New} to save edited 

           scale and add additional price scale options. A pop-up will indicate the scale has been 

           successfully saved.


 

Deleting Pricing Scales

Step     Action

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

            section.  

 2.        Select entries under Pricing to be deleted by checking boxes on the left-hand

             side.  All entries can be deleted by checking box to left of {New} under Pricing.  

  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 scales have been deleted.



Watch How to Setup a Job Template