Use the Price submodule to save price quotes as a template.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To save a price quote as a template:
-
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 save as a 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 save as a template.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote that you want to save as a template.
-
Click
and select
Save current price quote as template.
Alternatively, click the Header tab and click
Save price quote template
.
-
In the Save Price Quote as Template dialog box, enter the name that you want to use for the template and click
OK.