Find Product Templates

How To:

1.  While editing a quote or order check a single line item that is a product
2. Tap the Line tab and scroll to the button
3. Tap the button to begin the search for product templates
4. In the window that opens select a product template or products within the template then tap Add Products

A. Check a template to select all products and services associated with that template

B. Check an individual product or service to narrow your selection

Tip:

Product Templates are maintained in RFMS Core. For more information please see the article Product Templates