Templates

This is a special use of inventory items and line item notes to create a compact group of items to be added all at once on a quote, service order, order, or invoice.

Templates As Inventory Items

When you do an inventory lookup, Templates will be listed with a special panel at the bottom of the screen showing the contents of the template.

The template is actually a list of inventory items which could be considered a package or a kit.  When selling the template item, all inventory in the list become part of the sale.  Optionally, you can choose to hide the components making up the kit.

Advance Setup

How To Create A Template

1)  Go to the Inventory Center and choose to Add a new inventory item.

2)  Choose Template

3)  After selecting a Dept/Category, fill in the Template Form and choose OK. 

SKU - a code for the template

Description - the name printed on the invoice

Long Description - for reference purposes

Weight - the total weight of all items in the template  (this is used for E-Commerce)

Post To Internet - The template can be included as an internet inventory item

Hide Template Items (Kit) - If checked, the entry on the customer invoice will only display the name of the template and the total selling price.  Use of "Package" allows for manually setting prices instead of a calculated price based on content.

Assembly Options

PFW can "weld" the items as one unit.  In this way, you will not be able to sell the kit without all items being in stock.

Change Category - To reassign the template to a different department and category.

Add Inventory

4)  Enter the items to be included on the template as you would if you were creating an invoice or quote.  Set the quantity and use CTRL-N to include note fields if desired.

TEMPLATE PRICING

Although it may look like it is possible, you are not able to change the price of a line item in a template.  If you want to sell the whole group for more or less than the cumulative total of all the items, then you must use the Package feature of PRM.

This is done by adding the Package (CTRL-P) at the top of the list and Subtotal (CTRL-S) at the end of the list.   By default, the Package line will display a 0.00 price value. 

IMPORTANT: Be sure to edit the Price field on the Package line for each price level.  At the bottom of the screen of Template Pricing, select a price level and then edit the package line.  In the price field enter the total price for the group of items.

5)  Press F10 and Save.

Edit Template Header [F3] - button allows for changing SKU and Descriptions.

How To Use The Template