Set up an item template

Why set up an item template? 

Templates help pre-fill consistent information across multiple items. You can use various templates to quickly create items, saving time by having most fields already filled in. 

How to set up an item template? 

1. Search for Item Templates on the top right-hand corner of the page. Select the relevant link and the page displays.  
   
2. You can select New to create a new item template or select Manage to edit the list.  
3. There are 9 fasttabs or sections to fill in. Make sure you complete the mandatory fields which are in red asterisks (*).  
   1. General section:
       
      
      1. Code: This is the item code;
      2. Description: Give your item template a description;
      3. No.Series: Select the associated number to the item;
   2. Item section: 
      
      
      
      1. Update the Base Unit of Measure for this template.  
   3. Costs & Posting section: 
      1. Update the Gen. Prod. Posting Group and VAT Prod. Posting Group fields. These fields are important as you want to link transactions of items to the appropriate general journal lines. 
4. Any new item templates you create appear at the bottom of the Item Templates list.  
5. You’ve set up item templates for your business. 

What’s next? 

Find out how to set up requisition worksheet templates. 

Need more help?  

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.