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2.2 Apply a template to an existing location

Written by Support

Goal

Pre-populate a location's bins from a template.

Who

Field Manager or Org Admin.

Path A: One location

  1. Open the location's detail page.

  2. In the summary header, find Templates. Click Apply Template.

  3. Pick the template. Templates you've already applied here are labeled so you know re-applying will update the existing bins. The template's products are added to the Parts and Tools tabs with its min and max quantities.

Path B: Many locations at once

  1. On the Field home page, use the checkboxes to select locations. Select all follows your current filters, so you can target a whole tag or Office.

  2. In the action bar, choose Apply Template and pick the template.

  3. Submit. The template is applied to every selected location.

Notes

  • Applying a template doesn't remove existing bins; it adds the template's products on top.

  • Re-applying a template you've already applied updates the matching bins to the template's current min and max quantities, and brings back any that were archived. This is how you push a template change out to a location.

  • If some of the template's products aren't in the Sibi catalog yet, they're skipped and you'll see a message telling you how many. Re-apply once those products are available.

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