/
Breakdown Templates for Prebooks

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



Saving a New Template

To create a new template, please follow these instructions

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. 


Currently, this option is only available for Prebooks.
We've encountered an issue exporting this macro. Please try exporting again later.

Related content

Create a Prebook from a Template
Create a Prebook from a Template
More like this
Fulfillment View
Fulfillment View
More like this
Create a Prebook without Sales Price
Create a Prebook without Sales Price
Read with this
Replace a Prebook Template
Replace a Prebook Template
More like this
Enter Additional Charges in Prebooks and Standing Orders
Enter Additional Charges in Prebooks and Standing Orders
Read with this
Add Prebooks from Excel files
Add Prebooks from Excel files
More like this