Discovering the Best About RFMS - Product Templates

Today we are going to look at a way to work faster and smarter by using Product Templates.

Using product templates for labor and regularly used groups of products and services speeds up the process can be used as a sort of checklist to make sure all things have been covered and considered.

Products>Utilities>Product Templates

This feature can be used to assist especially if a particular job requires multiple materials that could be possibly forgotten or overlooked.  One example is a Hardwood Install Template created that consists of transitions, glue and quarter round, in addition to the hardwood material.

Setting up Product Templates

Here are some examples of ways to set up templates.

1.  Create a Generic Template by typing in a Style and a Template Name. This template would not have an actual master product. For example Carpet and Carpet.

2.  Create a Template based on a specific product by clicking Import Product and pull the product in.  This will leave it referenced.

To leave the template record referenced to the product record, leave it as is. This means when changes are made to the product record, the template record will pick up these changes.  This template record will only be applicable to the specific color used to create it.

The advantage is when a bid, quote or order is created; the information from products is up to date.

The disadvantage to this method is one template must be created for every color in a style that is routinely used.

3.  Create a Template based on a specific product by clicking Import Product and change it to unreferenced.

If the product information pulled in is just going to be used as an example line which can be edited to select a specific color, check the box which says, and “Make this line generic and editable (UNREFERENCED).

A warning message will display.

 The advantage to this method is one template can be created which can be used for every color in a style.

The disadvantage is when a bid, quote or order is created, the user must F8 and pull the information back in from products to get the correct color and up to date information.

Adding Template Member Products

The template product members can be added in the same three options as the main record. When adding an item product, the product record must include a color record to be valid.

Using a Product Template in Order Entry or BidPro

1.  When entering a quote, bid or order line, click the Template button.

2.  Select the appropriate template for this particular job from template screen.

3.  Tag the appropriate products needed.  Click the Select button 

4.  An order line will be populated for each material included in the template.  Select the appropriate product for each line and enter the appropriate quantity for each order line if needed.