| See the possibilities… Item Template Basics

| See the possibilities… Introduction This session for beginners teaches you how to streamline data entry through pre-configured item templates that contain job production requirements, job material needs and scheduling details. You will also learn how to use item templates for manual job entry, web-to-print orders, and to allow for automatic replenishment of finished goods items.

Item Template Types Administration  System Setup  General  Connect  Item Template Types Those that add a part (New Part) (Generally, printing jobs) Those that do not add a part (New Material) (Generally, fulfillment jobs) Current other uses –Organization and reporting –Additional functionality likely in the future | See the possibilities…

Adding A New Item Template Administration  System Setup  General  Connect  Item Templates Fields: –Item Template Type – Determines whether to add a new part, or add to the existing part –Description – The description of this template –Note – Additional info (generally internal) about this template –Job Product Type – A required estimating field to assign this product –Sales Category – The sales category to assign this item for billing purposes | See the possibilities…

Adding A New Item Template Fields: –Estimate – Used to optionally link this template to an CB estimate part –Quote – Used to optionally link this template to a PLQ quote –Setup Date/By – Who/when set this up –Unit Weight – The weight of each unit –Weight per M – A system calculated field to verify that the unit weight is reasonable –Qty Options – Enables the option to vary quantity –Customer – Defines the customer (for filtering purposes) –Item template quantities | See the possibilities…

Additional Tabs Item Template Quantities –Used to customize production info when the quantity ordered of a product varies. Links to estimate, quote, or manual configuration. Item Template Lines –Used to customize production info on a field by field basis. –Available objects: Job Part, Job Material, Job Shipment, Job Note, Job Component | See the possibilities…

Item Template Setup Enables manual job entry Enables you to use templates for entering a job manually into the system on the Job Add page. Auto print job ticket | See the possibilities…

Usage Manual Job Entry –Production  Job Control Center  Enter New Job –Direct entry through the Production system eGoods – –Enables customers to order inventory items, leveraging appropriate template –Check out an order in eCommerce Inventory Reorder –Production  Inventory Control  Inventory Items –Triggered by a change in inventory | See the possibilities…