How to Add and Edit Product Templates

Product templates are a time-saving tool for you to easily create new products for your customers without filling out the fields from scratch.

Instructions

Add Product Template

1. Navigate to Product Templates page from the main menu
2. Click on the button, Template Details page will open

3. Enter Products Template Details and add charges.
4. Click the Save button, product template will be added and display in the table grid

Edit a Product Template

1. Navigate to the Product Templates page
2. Click on the product template in the table you want to edit
3. Update Template Details and click Save button

Delete Product Template(s)

1. Navigate to the Product Templates page
2. Select product templates you want to delete, the Delete button will be enabled next to Add button 
3. Click Delete button, delete confirmation message displays
4. Click Confirm button, product template(s) remove from the table grid

Template Details Explained 

Field	Description
Reference Code *	Reference Code is required field Cannot have duplicates
Description	Name of the product template
Cost *	Cost field is a required field. Can have negative or decimal values.
Sell *	Sell field is a required field. Can have negative or decimal values.
In Advance	Optional field This is a dropdown box. You can select the transaction generation method you want the product template to be  Transactions can be generated for the current billing period, one or two months  in advance or in arrears
Supplier	Dropdown list displays the suppliers. Optional field