Saving an Item as an Item Template

For users who will be entering a lot of similar items, either now or in the future, an item template can be created.  By saving a template with all of the fields that are common to many items, users can greatly improve data entry efficiency.

 

To save an item as a template:

  1. Open the Sell Items mode.    How?How? From the Mode selector in the lower left, choose Sell Items.
  2. Select an item from the grid to be used as the item template.
  3. From the ribbon bar,click the Save As Template button.
  4. Enter a name for the Item Template.  Provide a name that describes the general characteristics of the item.  For example, if records are being listed in a certain category with special shipping options, an item template called "Vinyl Records" could be created.  Click OK.
  1. Click the dialog box launcher in the lower right of the New ribbon bar group to open the Manage Item Templates window.   Show me a dialog box launcher.Show me a dialog box launcher.

     

  1. Select the item template name from the list.

  2. Click the Edit button.  This will open the item template for editing.

  3. Modify any of the fields to use in the template.

  4. Click OK when editing is finished.

  5. Click Done.

 
For example, if a glassware template is being created, the description may not be the same for all of the glassware items, but the shipping options will be.  Ensure that the shipping options are set properly and the description is cleared.
  1. "Vinyl Records" will now be an option on the Add button drop down.  Select it any time a new vinyl record item will be created.