Job Management                               Job Processing Tools                                         Job Templates

Using a Job Template (continued)

Materials List Template

If you want to use the list of Materials from a Job Template, click the Apply Template button at the lower left of the form and select the desired Template from the drop-down list.  When doing this, the Part Numbers, quantities, sales price (if billing for individual parts) and phase from the Template will auto-fill into the form.  You can save the Parts List as-is, remove, modify, or add additional Parts depending on the contract with your customer.

Click the Apply button to save the Materials List.

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