Breakdown Templates for Prebooks
Overview
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
Create a new Prebook or edit an existing one. Find the instructions here: Create a Prebook.
Add the product line and click on the "Specify Breakdown" link.
On the breakdown window, you'll find two different options: "Load template" and "Save as template".
Saving a New Template
To create a new template, please follow these instructions
Fill the breakdown information and click on the "Save as Template" link.
On the Breakdown Template window, click on the "New Template" link.
Write down the Template name and save.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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Currently, this option is only available for Prebooks.
Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.