<aside> 💡 Work Order Templates allow Portal Users to quickly request Grouping Inventory. They also can be useful for Kitting. Follow these steps to create a Template.

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Creating a Template 📖

  1. Click the Templates tab

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  2. Click the New button towards the top of the page

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  3. Confirm the warning that Templates created under the current Grouping will be set to inactive if the Grouping is updated

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  4. Set the Name and the Description and click the Add button

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  5. Select the Groupings and set the desired quantity for each then click the Add button towards the top of the popup

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  6. Click the Save button towards the top of the page to finalize the Template

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