Financials
2 results found
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the ability to permanently make changes to a material orders template.
Currently if changes are made to a material order template there is no way to make them permanent. For example, I set up a material orders template, I realize I forgot an item that we use with that template, now I have to remember to manually enter this item every time I am going to place an order, OR I need to do a whole new order and save it as a template just to add the one item.
2 votesYou should be able to edit the template and add the item you forgot initially and then save it. If you are having issues with templates saving support@jobnimubus.com will be able to assist you.
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2 votes
You can add the “Subcontractors” field to any template by using the following:
1. Go to your name at the top right and choose “Settings”
2. Go to the Templates tab on the left side
3. Find the Work Order template and choose “Edit”
4. Click into the section you want to edit.
5. Place your cursor where you want this field to go.
6. Use the “Insert Template Field” option in the toolbar to choose: Work Order, then select “Subcontractors”
7. Save this section, then save the template itself.Now when you generate the new Work Orders, it will pull in whoever is set as the subcontractor on the Work Order at the time of creation.
Hope this helps!
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