Using a Product Template in Order Entry or BidPro

 When entering a quote, bid or order line, click the Template button.  The Template screen will display.

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Select the appropriate template for this particular job from the template screen.

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Tag the appropriate products for the template and click Select.

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An order line will be populated for each material included in the template.  Select the appropriate product for each line and enter the appropriate quantity for each order line.

Product Templates can be created using actual products and the template line will remain associated, or referenced to the product. 

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