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Overview
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The system allows you to save breakdowns as templates so that they can be later used on Prebooks for different customers. |
Here is how it works
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Saving a New Template
To create a new template, please follow these instructions
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In case you want to replace a template, just go ahead and fill the breakdown information and click on the "Save as Template" link. But instead of adding a new template, select the one that you want to replace. On the confirmation window, click on "Continue" and that's it, the system will update the information with the new breakdown. |
Loading a template
To load a template on the breakdown, click on the link Load Template; select the one that you want to use and close the window. The Actions column will allow you to view and delete templates as well.
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Warning |
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Currently, this option is only available for Prebooks. |
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Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager. |
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