Transaction Templates

A transaction template lists the amounts that a sale of one kind is made of, for example a car price and a service fee. Applying a template to a car or a deal records one awaited amount for each line.

Requirements: The page needs the permission to update transactions. By default, the owner and managers hold this permission. Other members are redirected to the dashboard.

Create a templateCopy Anchor Link

1. Open Settings, then Transaction Templates.
2. Select New Template. The dialog New Template opens.
3. Fill Name. The name holds at most 60 characters.
4. Optionally, fill Description.
5. In the list Lines, fill Line name on the first line.
6. Choose a Category. The category list has two groups, Amount In and Amount Out. The group of the category sets the direction of the line.
7. Choose the amount rule with the selector at the start of the Amount field. Then fill the amount.
8. Select Add Line for each further line. A template holds at most 20 lines.
9. Select Save Template.

The toast The template has been saved. confirms the change. The template appears as a card with its lines.

The three amount rulesCopy Anchor Link

On the template card, the amount of each line reads as the figure, as "10% Of Sale", or as On Apply.

Edit, order and deleteCopy Anchor Link

1. Select the pencil button on the template card. The dialog Edit Template opens.
2. Change the name, the description or any line.
3. To change the order, select the menu on the line and choose Move Up or Move Down.
4. To delete a line, select the menu on the line and choose Remove.
5. Select Save Changes. The toast The template has been updated. confirms the change.

To delete a template, select the bin button on the card. Select Delete to confirm or Keep to cancel. The toast The template has been deleted. confirms the deletion.

Deleting a template does not remove amounts that were already recorded from it.

Where templates are usedCopy Anchor Link

Templates are applied on the page of a car and on the page of a deal.

1. Open a car or a deal.
2. In the card Awaiting, select Apply Template.
3. In the field Template, select a template. The dialog previews every line with its resolved amount.
4. Clear the checkbox of any line that should not be recorded.
5. Fill the amount of each line that shows Needs Input.
6. Optionally, change the currency of a line in the amount field.
7. Select Apply.

A toast reports the result, for example "2 expected amounts added". Each line becomes a row in the card Awaiting.

Applying a template resolves the lines as follows:

• A Share of the sale price line takes its amount from the sale price of the deal.
• An Entered when applied line in the category Car Purchase takes its amount from the purchase price of the car, when the car has one.

The card Awaiting offers Apply Template only to team members who may record amounts. The dialog shows the text "Templates are created under Settings, in Transaction Templates." when no template exists.

NotesCopy Anchor Link

• A template needs a name and at least one line. Every line needs a name. Lines with a fixed amount or a share need an amount above zero.
• The template editor has no field for a default payment method.