How to create and use Item Templates for glass and jobs
- 23 steps
How to view job and glass templates
1
Click on the menu icon in the top left-hand corner.
Select **"Templates''**
2
Change the filter at the top to view "**Glass"**, or "**Job"** template items in the table below.
3
Select a template from the list on the left to preview details for that template on the right.
*What is the difference between Template Glass and Template Jobs?*
- **"Template Glass"** can be used to save one piece of glass as a template that can be added to jobs.
- **"Template Jobs"** are used to save multiple pieces of glass, or a combination of glass, hardware and other charges. When creating Template Jobs, you can also pre-configure a description, and quote notes for the job.
How to create a new glass template
4
From the templates screen, click **"New"** then select **''Glass''.**
5
Enter a name for the Glass Template, then click **''Design''**.
*Note: The template name is for internal use only.*
6
From here you can design the glass as you normally would by entering measurements, selecting glass makeup details, applying edgework and adding cutouts or other processes.
- When you're done, click **''Save''** to save the glass template.
- Click **''Templates''** to return to the Template screen.
How to create a new job template
7
To create a new job template, click **"New"** then select **''Job''.**
8
Enter a name for the Job Template, then click **"Design''**
*Note: This name is for internal use only.*
9
Click **"+ Glass"** to add a new piece of glass.
*Hint: You could also click **'**'+ Template Glass'' to add a glass template to this job template.*
10
From here you can edit the *default* glass details, shape, edgeworks, cutouts or other processes.
*Note: Once this template has been added to a project, you can make changes to any of these glass details.*
11
Click **"+ Hardware"** to add hardware, materials or other sundry products that you want to charge for.
12
Click the **"Product Name"** field.
- Search by product name then click on the product to select it.
- Or, if you can't find the product you need, type the required product name into this field to add a one-off product.
*Hint: When using this field to search for products, you can filter your search results by selecting a product category from the **''Category''** field.*
13
Check the **"Unit Price"** field and edit if needed, then click **"Save".**
14
Continue adding to this job as required by using any of the following buttons:
- Click **"+ Glass"** to add new glass
- Click **"+ Template Glass"** to add new template glass items
- Click **"+ Hardware"** to add new hardware, materials or other products you need to charge for
15
When you're done, click **''Save''** then click **"Templates"** to return to the templates screen.
