A.) Overview
Creating quotes can be a tedious and time-consuming task, especially when you have to create them from scratch every time for frequently requested Items, Products, or Configurations. However, using templates can help simplify the process and save valuable time. In this article, we will discuss how to create and use templates effectively.
1.) Template Naming:
Following a standardized template naming convention can help you quickly identify and use templates. Adding a header such as "00:" can help you find the template quickly when filtering through your quote list. Using your machine name and adding a footer such as "Template" can also help call out the template.
2.) Quote Information:
When creating a template, the only required information is a company placeholder. Best practice can be creating a new customer/vendor combo solely for templates named "Template." The rest of the information can be entered when duplicating an actual quote.
3.) Adding Items:
To simplify adding items to the template, it's a good idea to add them in the order you would like them to appear on the quote. You can include frequently used routing, quantities, and lead times.
4.) Adding Dividers:
Dividers can help organize your data on the template and provide some visual indicators of what section items belong to. Adding them while adding your data, at start of each section, add a divider before adding the items for the section.
4.1) Creating a Divider:
While on the add item page, select "Add New Buy Item." Name your divider, enable both "Disable Inventory Tracking" and "Sellable." Next, select your vendor as our created template company "Template," click save, and click save again on the item details page.
6.) Using Templates:
All you need to do is create your templates. Using them is very simple. Duplicate your template by clicking the three dots on the right of the desired template, then select "Duplicate." Change the name and click save. It's best to edit the quote from the actual page rather than the pop-up. Once on the actual quote, you can delete unnecessary options and finish filling in information and lead times.
B.) Quick Tips:
You can upload spec sheets or other required documentation to the templates. These will carry over to the quote, and you can remove undesired spec sheets and then export to send the quote.
You can set the default lead time in the template by changing the lead time on the line items. This will carry over to the quote.
C.) Summary
In conclusion, using templates can help streamline the process of creating quotes and save valuable time. By following the best practices outlined in this article, you can create effective templates and use them efficiently.