Following will show how to set up and use quote templates to quickly create quotes with customer-specific stock codes. By creating a template quote for each customer, users can efficiently generate new quotes and selectively copy the required stock items.
On the ribbon, go to Tools > Status and add a new status called Template in the Quote tab.
Create a new quote for each customer and enter all required fields. Select the status of Template. You can also add all relevant stock codes for each customer.
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Note: A Cust# must be entered, however this can be changed at any time. |
Create a quote list using Template in the Status field, name it and pin it. You can publish the lists if desired.
To produce a recurring quote, open the Template job and click Create Similar.
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Note: Do not tick the Stock checkbox. If ticked, all stock lines will be copied automatically, removing your ability to select individual items.
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On the new quote, click Copy/Move/Merge in the ribbon.
Select Copy From Quote and select the Template quote number, then click Load to display the available stock:
You can either tick each stock individually in the Selected column, or choose Select All. If you choose Select Recommended , this will copy only stock that is flagged as Recommended in the quote template:
Once you have made your selection, click Copy to add the selected stock to your new quote:
Further information
Create Quote from Previous or Similar Quote