Template Options - Default Quantities


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 cutomized 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.


Default Quantities allow users to quote multiple common quantities in one action.


Adding Default Quantities

Step     Action 

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

          Default Quantities section.  

  2.       Select {New} under Default Quantities. A New Quantity modal window will 

          open.

  4.      Enter quantity.

  5.      Select {Save} option.

Field

Description

Save

Use to add a single quantity. A results window will pop-up to indicate the quantity has been saved.
Select X to close pop-up results window.

Save & Add New

Use to save and add multiple quantities. A results window will pop-up to indicate the quantity has been saved and the Quantity modal window will remain open.
Add additional scales as required.


Editing Default Quantities

Step     Action 

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

             Default Quantities 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. An Edit Quantity

             modal window will open.

  3.       Make required changes.

  4.         Select {Save} option.    

Field


Description


Save


Use to add a single quantity. A results window will pop-up to indicate the quantity has been saved.
Select X to close pop up results window.

Save & Add New


Use to save and add multiple quantities. A results window will pop-up to indicate the quantity has been saved and the Quantity modal window will remain open.
Add additional scales as required.

 

Deleting Default Quantities

Step     Action

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

          Default Quantities section.  

 2.      Select entries under Default Quantities to be deleted by checking boxes on 

            the left-hand side. All entries can be deleted by checking box to left of 

         {New} under Default Quantities.   

  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 quote quantities have been deleted.

  5.      Select X to close pop-up results window.