Overview

Templates in Printer's Plan will help streamline the order or quote creation process and eliminate repeat entry.

How It Works

Click "New" on the Jobs tab.
Ensure Template is selected in the New Job options on the left-hand side of the window.
Assign templates to the walk-in account or Customer Number 31 to make them available for all customers. Alternatively, assign the template to a specific customer for exclusive access.
CSR assignment is optional unless enforcing a default.
Click "New Template - Walk-In" at the bottom to create the template.
If the New Item window doesn’t appear, click "New Item" from the job window.
Give the item a specific Description and set a default quantity.
Fill in item details using available services.
(Optional): Set Price Level to “Use Price Table” to create a custom item-level price table. This will override default service pricing.
Confirm the Job Title and other details.
Save the template.

Click "New" to create a new order or quote.
Select a customer and CSR, then click "New Job/Quote".
In the New Item screen, use the "Copy From Templates" section and choose "All".
*Templates can be grouped by type for easier organization.
Select the item/product from available templates and click OK.
The template details will populate the item. Update any additional fields as needed.
Save and close the item window.

Go to the Templates section under the Jobs tab.
Find the complete job template you want to use.
Right-click the template and choose "Copy & Paste" from the menu.
Choose either "Order" or "Quote" (do not copy as Template or History Job).
Click Save.