Default settings

Fields can be pre-assigned in order to reduce processing times, save operating steps and avoid possible errors. These default settings are displayed as soon as a new item is entered.
To assign defaults to individual fields, move the cursor to an empty position.
Then select the following in the default settings on the left:
- product type (window, entry door, etc.)
- material
- profile system
- surrounding frame code
- all articles belonging to the frame
- sash material and code
- all articles belonging to the sash
- further details
If you want to enter a different product type (e.g. a sliding door) after entering a window, the default setting must be accordingly changed.

Select the item that contains the values you want to be saved in your template.
Use the right-hand mouse button to click in the first line in the left-hand input area on the right by the “Default settings” heading in the “Description” > “Save as template” column.
Enter a description for the template and confirm the desired template values by checking the relevant attributes in the list below.
Click the blue button (“Save and close”) to create the template: it can now be used for future offers.
As soon as you create a new offer, you can double-click on “Select template” in the first line in the left-hand input area (on the right by the “Default settings” heading) to select the desired template. The template values are now applied to the item.
Enter the item in the left-hand area under “Item data – New item”, not in the central area.
Templates can be edited at any time via the “Master data > Defaults > Template top attribute” menu.