Templates are like custom product categories for organising related products into.
These can be either job specific e.g. a Hot Water Cylendar installation, a Pre Wire Fit Out or Pipe Out of a new house etc or product specific e.g. a copper template, a cable template etc.
To create or edit your templates click on Templates under My Jobs & Customers.
This will take you to a page displaying your existing list of templates.
Under here you'll find two kinds of templates:
- Our Templates - Default Templates which you cannot edit
- Your Templates - Your own custom templates that you've created
Create a New Template
There are two ways you can create a template, you either do it from the product search screen as you are searching for products by specifying the required quantities of one or more items, clicking the add to template button, and creating a new template from there.
Or you can Create a New Template from inside the templates section itself.
To do this click on the button at the top of the page.
This will open a form where you need to enter a name for your new template e.g. Toilet Installation
Once you've entered a name for your template click the Save button and you'll be taken to a page where you can start adding items to your template.
Adding Products to Your Template
There are two ways to add products to your templates, you can either do it from the Product Search screen by searching for the products first and then selecting the template to add them to, or you can do it from inside the template itself.
To do it from inside the template itself, click on the button
This will pop open a product search window where you can search for the items you want to add to your template
Once you've found the item(s) you were looking for select them by ticking the check boxes to the left of them, or enter an amount into the quantity box if you want to specify a specific quantity and click the
Repeat this process until you've added all of the items you need to your template, then close down the product search window to return to your template where you'll be able to see all of the items you selected have been added.
Adding Labour & Transport to Your Templates
To add your labour and transport rates to your template click on the
This will pop open a window where you can search your own catalogue of stock including your Labour & Transport rates which you can add to your invoice, or even create new stock items to add e.g. Plant or Digger Hire etc.
Once you've found or created the item(a) you want to add to your template simply click on the item codes of the ones you want to add and they'll be added to your template.
Repeat this process until you've added everything you need and then click the close button to return to your template.
Uploading Products to a Template
Adding products to a template one at a time would take forever if you needed to add thousands of products to your template e.g for a favourites list, so to save you time you can upload a spreadsheet of products all at the same time.
To do this click on the button
This will pop open a window to files saved on your computer, navigate to where your list of product codes is saved, select it and click the Open button.
When you click Open the pop up window will close and all you have to do is click the button this will take you back to your list of templates.
To see if all of the items in your list have been successfully uploaded simply click on the template name or the edit icon.
This will open up your template where you'll see all of the products contained in your list have been uploaded to your template