Saving Purchases and Quote Requests as Templates

In order to save a purchase as a template, you'll need to ensure the Purchase or Quote request has a status of Pending, Sent or Quoted. A few handy things you can do prior to saving the template is to ensure the name of the quote request or purchase can be used later down the track Ie. Standard 10-20 page DL Brochure

Open up the request/purchase that you would like to save as a template. From the action menu select the option 'Save Template'. Briefcase will then provide a pop up with the name of the request/purchase.

Once this has been done you can navigate to the job you are wanting to load the template into. You'll need to create a new request/purchase and then use the action menu to select the 'Load Template' option.

You will see a list of previously saved templates. Once you've found the template you would like to load simply click on it and Briefcase will automatically bring across any related information from the Detail, Line Items, Delivery details and Footnotes.

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