Similar to Customer Orders, templates can now be created for Adjustment Entries. This will create
Step By Step
The Adjustment Entry Template form requires user permissions. The permission is set in Master > Security > User Profile > Module Permissions > Logistics:
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Once all items have been added, click Save. If the user wants a misc charge to not be loaded into the adjustment entry, the Include flag can be unchecked.
If the user needs to delete a line from a template, the user can highlight the line and click the minus button at the bottom of the screen.
Applying the Template to an Adjustment Entry
Navigate to the Adjustment Entry screen Logistics > Adjustment Entry and select New. Select your customer and location. To get the template to Load, Click the Import from Template button.
The template will load. The user can enter Quantities/Unit Charges and then press Save.
Notes
If the Import from Template button is clicked more than once, the template will load multiple times.
If the user wants pricing to be populated when importing the template, it will have to be set up in a customer order template for the same customer/location.