Contract Management
How to Import Doorset from template
- Templates are used when regular repeat orders and specification for a door type are the same, this saves schedulers time allowing call off`s to be processed more efficiently.
- Template set up can be requested by logging the request at rtissupport@nationaltimbergroup.com
- This feature is for Architectural orders as the copy feature in housetype is the same principle
1.
Search for and open the contract that the template is to be imported into
2.
Select the Scheduler view
3.
Select the Import doorset templates tab
4.
This opens a new window which lists all the templates Search for the template required and click on select and click done
5.
This imports the template into the contract
6.
Select the … to open and make any changes that are required
- Door type field will need to be changed as per customers instructions