A Template groups items to populate either a Pick Ticket (for ordering) or a Purchase Order. Templates can be created at any time, saved for future use, and used multiple times.
Creating a Template
Expand the Inventory Movement section.
Select Templates.
Click + Create Template.
Select “Tools & Materials” from the drop-down.
Click OK.
Check the box next to Categories you wish to have displayed.
Check the box(es) next to models you wish to add to your template.
Click Add Models.
Click on the Cart.
Select a Template Category from the drop down.
Enter a Template Description.
Adjust quantities (optional).
Click Add Models.
Click Save.