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Breakdown Templates for Prebooks

Breakdown Templates for Prebooks

Dec 04, 2023

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.

Peacock