Use the Price submodule to copy information from saved templates to price quotes.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To copy information from a saved template to a price quote:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote that you want to copy information to from a saved template.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote that you want to copy information to.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to copy information to.
Note: You can only copy information to a price quote that has not yet been approved or locked for changes.
-
Click
and select
Copy from template.
-
In the Price Quote Templates dialog box, highlight the template with the information that you want to copy to the price quote.
-
You can select the copy options and additional configurations that you want to copy to the price quote.
-
Click
OK.