Create And Save Envelope Component Sizes
When you add Product Specification records, you can use either Standard Format or Format Model to create and save component sizes for envelopes. Use the Standard Format to create and save standard component sizes that are commonly used in the system. Otherwise, you can use a Format Model record to create a library of models for envelopes and window patch formats.
After you create a Standard Format or Format Model record, you can select it on the Product Specification tab of the Estimate or Job record. Navigate to Sales > iQuote > Estimate or Planning > Planner > Job, then select the desired record and click Planning > Specification.
Example: Standard Format
Example: Format Model
Notes: For Standard Format records, you can still manually enter values, as needed. Your iQuote system comes with a set of relevant Format Model records by default, which you can then edit as necessary.
Tips: Use Format Model records for scenarios where the envelope is provided or previously produced and in stock.
To calculate the production of a Format Model-based envelope within an estimate, use the 1090 – Estimate maker functionality.
To create a new envelope component size, do all of the following:
Do one of the following:
To create a Standard Format record, navigate to Sales > Records > Product Specification > iQuote > Standard Format. The Standard Format List screen opens.
To create a Format Model record, navigate to Sales > Records > Product Specification > iQuote > Format Model. The Format Model List screen opens.
On the Standard Format List page or the Format Model List page, click New. The Add Format Defaults or New Format Model screen opens.
If you are on the Add Format Defaults screen, complete the following fields, as applicable. Otherwise, skip to step 5.
In the Description field (required), enter a descriptive name to identify this Standard Format record.
In the Width field (required), enter the default width for this Standard Format record.
In the Height field (required), enter the default height for this Standard Format record.
Leave the Active check box selected to make this record available for use throughout the system.
Click Save to save the Standard Format record.
If you are on the New Format Model screen, select the appropriate format type in the Format Type field, then click Confirm.
The New Format Model screen refreshes, with the Model, Product Specification, and Notes tabs.
On the New Format Model screen, complete the following fields, as applicable:
In the Description field (required), enter a descriptive name to identify this Format Model record.
In the Code field, enter the ID code you want to use to identify this Format Model record.
In the Base Model field, select one of the pre-existing Format Model records you want to use for ordering and creating an appropriate tree structure based on the envelope format types.
In the Format Type field (read-only), the system displays the format type you selected in step 5.
Leave the Active check box selected to make this record available for use throughout the system.
Click Save.
Design An Envelope Format On Format Model Records
You can use the tools on the Model tab of the Format Model screen to edit and design envelope formats.
Note: For more information on how to design a Format Model and how to set it up to use in your Estimates and Jobs, go to Format Model and Design An Envelope Format.