Working with 9-Estimating (Parts and Assemblies) > 9-6 Add Parts-Update Prices > Saving templates for adding parts-updating prices

Saving templates for adding parts-updating prices

Complete functionality is only available if you have purchased the Estimating Add-On Module.

Some functionality is only available if you have purchased the Estimating Add-On Module or the Inventory Add-on Module or the Service Receivables Add-on Module.

Rather than having to configure the Import/Update Parts window each time you receive price updates from vendors or pricing services, you can save different import formats and recall them for later use.

To save an import format as a template:

1 Open 9-6 Add Parts/Update Prices.
2 Set up the template of the database that you want to import by making all your desired selections for that particular source file.
3 On the File menu, click Save As Template.
4 Enter the template name, and then click OK.

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