Material Order Layouts

Creating a Material Order Layout:

  1. Click on the Configuration tab.
  2. Go to Account Settings.
  3. Click on Layouts.
  4. Copy an existing layout and name it 'Material Order'.
  5. Drag pages that you don't want to the "Excluded Pages" section at the bottom left.
  6. Click 'add a section' to add a material order section. (This will auto-populate once a quote is signed.)
  7. Click 'Add Notes' to add a notes section for your material orders.
  8. Once you have completed your layout make sure to hit "Publish" to save your work.
 

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