Product Types - Adding Default Services Follow
Overview
Product Types let you apply a bundle of default settings—quantity, price level, and Services—whenever a CSR starts a new quote, job, or template in Printer’s Plan. Creating a master Template 888 ensures those defaults are ready to go, eliminating manual clicks and reducing errors.
Template 888 can shave 30–60 seconds off every order setup—minutes that add up quickly over the day.How It Works
Follow these steps to build or update Template 888, the special template that drives default Services for Product Types:
1. Go to the Jobs tab and click New.
2. In 1 – What Type of Job? choose Template.
3. Under 2 – Who Ordered the Job? pick Walk‑In Customer.
4. Leave 3 – And Your Name Is (CSR)? blank and click OK.
5. Add Items so they reflect what should auto‑populate when a CSR selects each Product Type. Each Product Type can have one default assigned on the template. Additional Products of the same type will not be used.
6. Click the purple Template label, choose Change the Number of This Job, enter 888, and press Save.
Figure 1 - Template sub-menu with the Change The Number Of This Job option highlighted.
Figure 2 – Product Type Defaults Template 888.
Using Product Type Defaults
- Select Add Item to a new or existing order.
- Select Create From Scratch > New Item to view the default product list.
- Choose the Product Type for which the template was created and click OK
- Update all other information on the order once the services are carried over.
Figure 3 - The "Add Item(s) to Order" window with "Create from Scratch: New Item" selected and the Product Type selection highlighted.
Figure 4 – A new item on an order with services populated from the "Product Type Defaults" template.
Key Points
- Store defaults for every Product Type in a single, easy‑to‑maintain template.
- CSR workflow speeds up by 30–60 seconds per order.
- Combine with Item‑Level Price Tables for instant custom pricing.
Demonstration
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