You can manage product templates in the admin area under Templates > Products. Keyline already includes some standard products out of the box.
However, we recommend creating and using your own products or templates. Only save the basic products as templates. Otherwise, you can quickly end up with a large number of templates in the system that are either no longer used or no longer up to date.
You can also assign a category here — for example, you can retrieve all products via the API and then filter by that category.
For repeat orders, we recommend duplicating the most recent order. This way, you can be sure you are working with the latest version (correct material, quantity, price, etc.).
If you have created a product through the normal calculation process, you can not only duplicate it but also save it as a template directly. This lets you create a new template quickly, based on a real job.
You can also specify a particular production resource or prevent a production task from being created.
⚠️ Important: Templates do not update automatically! ⚠️
If you have used a product from a template for a calculation and notice that something has changed, delete the old template and save the updated product as a new template.
(To do this, click the three dots (…) on the right at the order level and select “Save as template”.)
