Add product template (Wide/large format poster)

Add product template (Wide/large format poster)

Goal

This article shows how to create a reusable product template for a wide/large format poster by starting from a quotation and then converting it. You can also create templates directly from the product templates list, but this guide focuses on the conversion method.

You can convert from both quotations and orders. The result is a template that appears in the product templates list for future use.

Procedure

Step 1: Create a new quotation

Open the quotations list and click the button labeled "Add new" in the upper-right corner.


Step 2: Enter basic quotation details and save

Type a name for the quotation. Select a company. Click "Save" in the lower-right corner.


Step 3: Choose a Product Template as your starting point

In the Product box, open the drop-down list and choose the template that best fits your job. For a poster, select "Sheet" (as in this example).


Step 4: Fill in product information

Enter product details: Custom Name (optional), Quantity, Format, Work Object, Number of Pages, Print Material, and Colors. Markups and Discount are optional. When finished, the line is ready.


Step 5: Open the calculation spreadsheet

Click the paper-and-pencil icon to open the calculation spreadsheet for this product.


Idea
Tip: Check that the imposition is displayed. If it does not appear, there is usually an error in the calculation.

Step 6: Review and adjust the suggested operations

If you selected a standard template, the system suggests a list of operations. You can change or replace any operation. You can also add more operations if needed.


Step 7: Open the calculation page for your product

Open the calculation you just created to continue editing its details.

Step 8: View material requirements

In the calculation, open the operations section to review the steps. The material requirement appears in the Article Needs tab.


Step 9: Change the Work Object for an operation

To change a Work Object, click the current Work Object in that operation and select a new one from the drop-down list. You manage available Work Objects in the work objects list.


Step 10: Delete an operation

Select the checkbox for the operation, then click the trash can icon on the right.


Step 11: Add an operation

Click in the empty row below the last operation and choose an operation from the drop-down list.


Step 12: Return to the calculation overview

Click the calculation number at the top-left to return to the main view of the calculation.


Step 13: Convert the calculation into a product

Click "Convert" and choose "Convert to Product". The new item will appear in products.


Step 14: Save as a product template

On the Product Template page, update the Basic Information as needed. You can change the Article Number and the product name. You can connect a company to the template so it is available only for that company. If you leave the company field empty, the template is global and available to all. In the project field, you can link a customer project. When finished, save. The template is now listed in product templates.


Idea
Tip: The template is now selectable for new calculations. Create a quick test calculation to confirm all operations, materials, and pricing work as expected. If needed, return and adjust the template.

    • Related Articles

    • Update product template

      Goal This article explains how to update a product template in the system. You will change fields in the product section (for example, size settings) related to products, and fields in an operation (for example, setup time for packing) related to ...

    • Add work object (Offset press)

      Goal This article shows how to add a new work object for an offset press. You will complete three parts: Basic Information, Description, and Settings. Only two fields are mandatory: Name and Product Type. For best results, fill in as many fields as ...

    • Add project

      Goal Create a project to connect related items in the system. A project can group records such as orders, quotations, activities, and product templates. Use it to organize campaigns or any work that involves several records. Procedure Step 1: Click ...

    • Add work object (Digital press)

      Goal Learn how to add a work object for a digital press. You will create the work object, enter the basic information, and set the calculation parameters. Procedure Step 1: Open Work objects in Settings Go to Settings, then click Work object. Step 2: ...

    • Purchase - Add article

      Goal This article explains how to add a new article in the system for purchasing. You will create the article record, complete key fields, and add pricing and settings. Procedure Step 1: Open the articles overview In the Purchase area, click Article ...