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brett gebert

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Templates Page is where you create and store pre-canned bid sets for whatever purpose and market scenario you might imagine. A Template Set may have one or many bids.

For expedient manual bidding you may also Switch Submit Mode and Submit a Template from a selected template within the Template Page.

Tip

  • Click Templates to open page

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Tip

  • Type in a name for your template

  • Type in a description for your template (optional)

  • Select if whether the template is should be visible to you (personal) or visible to everybody (team)

  • Click save changes

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Tip

  • Select the units and services you wish to include bids for your template

  • Click Load into templates to populate your template with bids for the selected units and services

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Tip

  • Select the source of the bids you wish to load into your template

    • Select the date of the source,

    • If the selected source is a template select a template from the drop down list

  • Click Load

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Edit or Delete a template

Tip

  • Click Save Changes after you,

    • edit a bid within a bid template or,

    • after you edit a Template Set Info

  • Click Delete Template Set to delete the Template

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Other Actions

For instructions on how to affect the following actions refer to the Knowledge Base Page Offer

Edit a Bid in a Template

Switch Algo Submit Mode

Prepare to Submit Template

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