How to quote using a group template
After creating your group templates for local charges you can now choose to use them, with their added conditions, when creating your quote.
Find out in the article how you can avoid manually entering conditions by selecting templates with previous conditions added. This tool will help you save you time by maintaining these predetermined or standardised parameters.
1. Follow the normal quotation process
To select a Group Template when building a quote, make a rate search and select rates, as you would if you were creating a quote.
2. Navigate to the Local Charges tab
After selecting the rates and clicking save, navigate to the Local Charges tab. Here you will see a drop-down called Group Template. Select the template with the conditions you entered to create it.
3. Select the group template from the dropdown
Once you’ve selected the group template, all of the local charges you previously applied will be included in the list of Local Charges for that group will appear.
You can choose to add and remove any of the local charges by selecting the box on the corresponding row, or you can completely remove the local charge by clicking the red rubbish can. You can also edit information in the local charge, such as the rate, units, and currency. Find out more about quoting by reading the below articles:
How to search for and save quotations
How to edit, request updates, and manage your quotations
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