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1.4 Build a reusable inventory template

Written by Support

Goal

Define a named set of products with min/max thresholds that you can drop onto any new Field Location.

Who

Org Admin.

Steps

  1. Open the Templates page.

  2. Click Create New and name the template (e.g. "Standard plumbing crew").

  3. Add products with min and max quantities.

  4. Save. The template is now available on any location's detail page under Apply Template.

Notes

  • Templates are org-wide. Office Managers can apply them but cannot create or edit them.

  • Once a template is applied, the resulting bins are independent. Editing the template later does not retroactively update existing bins. This is intentional: locations are allowed to drift from the template.

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