Create Component Template

Updated November 29, 2021

A Component Template will include all elements associated with a component.

Procedure to create a Component Template

1. Create a new, blank estimate or order in Estimating/Order Entry.

2. Add a component, select a component type.

3. Enter a component quantity. The user may want to enter a quantity frequently used.

4. Enter estimate data, such as Layout, Inks, Paper, Processes, Instructions, and/or Outside Services. keep in mind that these default data will load into appropriate screens whenever a new estimate or order is created.  

5. Click the Template button located at the bottom of the Component Information screen and the system will display the Component Template Entry Screen.

6. Select Full Component as the Template Type. Enter appropriate data.

7. Click OK to save the template.

8. Click "Yes" at the Save Template prompt.