You can set up different formats, known as templates, for entering and reviewing data in the various task windows. When you select the Layout toolbar button and then select Customize Quote Layout in the Quotes window, Sage 50 displays the Maintain Quotes Templates window, where you can create your own template or modify an existing one. Templates are designed by choosing to add or remove data entry fields. You can also associate a form with the template and choose to remove or add fields from the form as well. You can also make other changes to the form such as adding a logo or changing the font used on the form. Learn more about designing forms.
Predefined templates cannot be edited or deleted. To customize a template, you must first create a new one or edit an existing customized template. Sage 50 provides the Professional quote template, which you are free to edit or delete.
Why
use templates?
To read more about templates, including a discussion of why they're useful, click the link below.
Designing
a task window template
To create a template, enter a template name and description that describes the template format. Make any necessary changes to the template and click the Save button.
A quick way of creating a new template is to copy an existing template that incorporates features you'd like to see in the new template.
Editing
or deleting a task window template
You can easily change the features of a task window template once created. If you no longer need an existing template, you can easily delete it as well.