Templates define rules and attributes (data to capture) for various parts of the system. Templates must be set up before creating the records that depend on them. Templates are required for:

• Items — Item templates define rules and attributes for item masters. Every item unit is tracked by an item master.
• Containers — Define different types of movable containers, their rules, and data to capture.
• Locations — Includes internal facilities, areas, and customer/vendor addresses.
• Shipments — Required if using the shipping functionality.
• Maintenance — Required if completing maintenance transactions.
• Projects — Required when using the projects/jobs infrastructure.
• Transport — Define carrier transport containers (shipping methods).

Item Templates

Item templates are the first step before setting up item masters and receiving units into the system. Templates can also categorize items — for example, a tool-tracking system might have separate templates for ladders, drills, and saws.

Item setup hierarchy: Template → Item Master → Item Unit

To set up item templates, go to Settings (top menu bar) and select Item Setup.

Tip: Before defining templates, categorize and group your items based on shared rules and attributes.

Item templates specify whether units are tracked by a unique ID (serialized) or by quantity. The available rules depend on which option is selected.

• Template ID — Enter a unique template identifier.
• Description — Optional description for the template.
• Type — Select Serial or Quantity.

Item Template Rule Overview

Under the Rule Assignment tab, define the rules for this template. Items can be configured as:

• Serial Tracked: Asset Returnable
• Serial Tracked: Inventory
• Quantity Tracked: Asset Returnable
• Quantity Tracked: Inventory
• Lot Tracked: Inventory
• Non-Inventory Consumable (available as a consumable for Unit Maintenance only)

Serial Tracked: Asset Returnable

Serial Tracked: Inventory

Quantity Tracked: Asset Returnable

Quantity Tracked: Inventory

Lot Tracked: Inventory

Item Template Weight and Dimension Setup

Under the Weights & Dimensions tab, define the default UOM and weight/dimension rules:

• Set a default item UOM for the template. Item masters created with this template inherit this UOM (it can be changed per item master, or left blank to assign later).
• Enable Weights — If tracking weights, set the weight unit of measure.
• Enable Dimensions — If tracking dimensions, set the dimensional unit of measure.

Item Template Attribute Assignment

Under the Attributes tab, assign attributes. Create your attributes before setting up this section. Attributes can be set as optional or required.

Item attributes can be assigned at three levels:

• Master — Captured when a new item master is created or imported. Master-level attributes are standard data related to the item code (e.g., manufacturer, model). All units with this item master inherit the master data, eliminating the need to capture these details for every unit.

• Unit — Data specific to individual units. Typically presented when adding or receiving a new unit, though attributes can be configured to capture on alternate transactions. Unit attributes work best for serial-tracked items. For quantity-tracked items, they become filtering attributes — use caution. Unit attributes can be set to default for receiving transactions (e.g., manufacturer may be the same across 20 units received at once). They can also be enabled for: Build Unit, Update Unit, Check In, Maintenance, Allocate to Project, Transfer Site Location, and Transfer Ownership.

• Transaction — Data associated with the unit on a specific transaction. Not stored as a unit attribute, but as historical data. For example, capturing a unit's condition at each check-in creates a historical report over the item's lifecycle.

Container Templates-Masters

Define movable containers (pallets, cartons, boxes) under Container Setup. Containers are tracked by a unique ID and support grouping items for movement or shipping.

Container Setup Rules

Container Weights and Dimensions

If tracking weights and dimensions, define the UOM and specify when data is captured:

• When created
• For Build Container (as the container being built)
• As the container being added to another container
• When added to a shipment build
• When directly shipped
• On Update Transaction

Container Attributes

Attributes can be assigned at three levels:

• Template-Master — Container setup combines template and master. Attribute data is entered at creation.
• Unit — Additional data captured on a container unit. Define which transactions capture the data: Create, Build Container, Shipping, Receive Transfer, Build Shipment, or Update Unit.
• Transaction — Data associated with the container on a transaction. Typically data that changes over the container's lifecycle.

Transport Setup

Transport setup defines container types or shipping methods for carriers. Different templates can capture different attributes (e.g., account numbers or third-party billing fields).

Access Transport Setup under the Settings icon on the top menu bar.

• Template ID — Enter a template ID. At least one template is required if using shipping.
• Description — Add a description.
• Assign Unit or Transaction Attributes as needed.

Shipment Template Setup

Required if using the shipping functionality. Templates define the data captured for each shipment (e.g., a Bill of Lading template might include BOL Number, Freight Charge Terms, and Freight Bill To attributes). Attributes can be marked as required for shipping. Planned Carrier and Expected Ship Date are inherited attributes for all shipment templates.

Access Shipment Setup under the Settings icon on the top menu bar.

• Template ID — Enter a template ID.
• Description — Add a description.
• Assign Attributes — If an attribute is required for shipping documentation, check the Required for Shipping checkbox.

Maintenance Template Setup

Required if completing maintenance activities or setting up maintenance plans.

• Template ID — Name of the maintenance activity.
• Default Frequency — Optional default frequency for maintenance plan setup (days, weeks, or months). Can be changed per unit maintenance plan.
• Description/Notes — Description or instructions for this maintenance activity.
• Assign Attributes — Attributes to capture for this activity. Even if no specific data is needed, adding at least a notes field attribute is recommended.

Project Template Setup

Required when setting up projects or jobs. Project templates define additional attributes to track. Standard project data (no attributes needed) includes:

• Customer association
• Project Location (any facility or customer address in the system)

Access Project Setup under the Settings icon on the top menu bar.

• Name — Enter the project template name.
• Description — Optional description.
• Assign Attributes — Attributes can be set as optional or required.

Package Template Setup

Required if using the Package Tracking functionality.

• Template ID — Enter a template ID.
• Display Name — Enter a display name. If left empty, the Template ID is used.
• Description — Enter a description.
• Weights and Dimensions Tab — Enable capture of weight and dimensions when packages are received.
• Attribute Assignments — Assign attributes to capture for the package unit.

Location Template Setup

Templates are defined for three location types:

• Facility
• Area
• External (customer and vendor addresses)

Facility Template Setup

Facilities represent internal site locations (warehouse, plant, tool crib, stockroom). Access setup from the Settings icon under Location Setup — select the Facility tab.

• Template ID — Enter a template ID.
• Description — Enter a description.
• Receipt Confirmation Expected — Check if the facility will receive transfers from other internal facilities. If unchecked, shipped transfers are marked as complete with no further tracking expected.
• Attributes — Define attributes for locations created with this template.

Area Template Setup

Areas are locations within a facility (aisle, shelf, row, bin, floor area). Every facility requires at least one area. Access setup from the Settings icon under Location Setup — select the Area tab.

• Template ID — Enter a template ID.
• Description — Enter a description.

Area Template Rules:

• Assign Area Attributes — Define additional data to track for areas using this template.