Templates are useful for frequently build items or items with similar construction.
To create a template, from the Item window Supervisor menu, after the item has been saved, select Create as a Template and select Save & Close. The template will be named after the vendor style number. Certain options in the Item window will no longer be available, but the template will be available for future work.
To create a record for an item build from a template:
1. From the Inventory menu, select Build ► From Template. The Build Item Template Find filter will appear. It works like the Item Find filter. Note that only templates that were marked as such in the Item ► Supervisor menu will be found.
2. Enter filter parameters as desired and select OK. A list of templates will appear.
3. Select the template with which you wish to work and select Select. The New Item window will open.
4. Create the build item in the Parts and Labor tabs as described in the section entitled Creating an Assembled Item from Scratch.
5. To incorporate another template, from the Labor tab, select Add Template.
6. Save the item. You will be prompted to print an envelope.
7. Select Yes to print an envelope if needed.