New From Template

Templates allow you to streamline your order / quote entry process and create consistency between items.

Location 

New From Template is located under the New Item + menu to the right of the Item Toggle.

Add an Item Using New From Template

• Click on the New Item + icon.
• Select New From Template from the drop down.
• Select a Template.
• Click Add.

Templates can also be added utilizing Quick Add which allows for template customization in the Quick Add window.

Want to learn more? Click here for Job Templates.