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Step-by-step guide for setup and use of Item Template



Setup


1Enter "Item Template" in search icon then select the link from the result list
2

To Create New Item Template, click New action button

3

Fill up the Item Template 

Option 1 - fill out the template manually.  

Option 2 - use Copy function if the value is similar with existing Item Template

Step 1 - Enter "Code" for the new template

Step 2 - Select Copy Template action button

Step 3 - Select the "template" from the Item Templates list and then click OK

Step 4 - the data to be copy from selected template, change the data if needs.


NOTE - Important fields in item template.

1) Dimension 

2) Inventory Value Zero - select the option for the buy/sell item

3) Base Unit of Measure

4) Gen. Prod Posting Group / VAT Prod. Posting Group / Inventory Posting Group.

Dimension

Create New Item

When create new item, the dialogue for "Select a template for a new item" to be prompted

  • If you want to use the template to create new item, then select the template then click OK.
  • If you want to create a new item by use the blank item card, then click Cancel

     The system message to be prompted for confirm. 

      Click Yes for open the Blank item card, Click No for cancel the action for create item.

     

Apply Template to the item card.

  1. Open the item card
  2. Select Apply Template action button
  3. Select template from the list
  4. Click OK 
  5. System message to be prompted for confirm

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