Template functionality for quotes and orders

The template feature in CATAMA allows you to save frequently used documents (quotes, orders, warranty orders, internal orders) as templates and use them to create new documents. This saves time when handling recurring business transactions.

Create a template

Create a template from an existing document:

1. Open an existing document (quote, order, etc.)
2. Click the Save menu
3. Select "Save as Template"
4. In the dialog box, enter a descriptive name for the template
5. Click OK to confirm

Note: The document type is retained (e.g., workshop order → workshop order template, internal order → internal order template)

You can use templates to create new orders, manage them, and, of course, delete them.

Notes

• ✓ Templates are store-specific —each store has its own templates
• ✓ Templates include all items and settings from the original document

Use Cases

Typical use cases:

• Routine maintenance (e.g., inspection, oil change, vehicle inspection)
• Recurring Services
• Package deals
• Standard configurations for specific vehicle types
• Popular product combinations