Create a Template

A template uses an attribute group and combines all of an attribute group's terms to automatically add products. Using a template requires fewer steps than manually adding products as multiple products can be added at the same time.  Template products (products added using a template) are automatically mass updated when the template is updated.

A template can be easily updated to automatically add new products whenever new product weights or new strains are added to attribute groups. The use of a template is required when adding Made to Order products. 

Before you begin

A template is created using an attribute group, which means an attribute group must be created before it can be used to create a template.

A template can be created from the Attribute Groups page or from the Templates tab on the Products page. 

Create a template from the attribute groups page

1.  Go to the Products menu in the Sales sidebar and click Attributes.
   • You will be taken to the Attributes page.
2. Click the Attribute Groups tab.                                                                                         
3. Click the Search icon and type the name of the attribute group to use to create the template.
4. Click the attribute group's Create Template button. 
   • The Add Product Template pop-up window will open.                                                                                                                                       
5. Type a required (*)template Name.                                                                                                                 
6. Click the Brand drop-down and select a brand to apply to the template and all of its products.

   When a brand is selected, the number of strains for the selected brand and attribute group will be displayed, in addition to the total number of products that will be added using the template. The number of products will depend on the number of different attribute group terms. For example; if the attribute group has 2 strains and 3 weights, 6 different products will be added, each a combination of the 2 different strains and 3 different weights.

   
7. Click the Category drop-down and select a category to apply to the template and all of its products.                                                                                                                                         
8. Add a price for the different product weights by typing the price for each weight in the Price column.                                                                                               
9. Type an optional template Product Description and optional Product Disclaimer.                       
10. To add product samples using the template, click + Add Sample, click the Sample Type drop-down and select the sample type, then type the optional sample Price.

    The number of samples will depend on the number of strains in the selected attribute group. For example; if the attribute group contains 4 strains, then 4 samples will be added as samples are added per strain.

    
11. Select the Products Using This Template Are Made to Order (By Available Inventory) box if this template will be used to create made-to-order products.

    Do not select this box if the template will be used to create Off the Shelf (Prepackaged) products. A template is required when adding Made to Order products.

    
12. Click Add.
13. Click Confirm.

    You will be taken to the template's detail page, clicking the Products tab on the Templates detail page will display all of the products that were added using the template.  If samples were added using the template, click the Samples tab to see the list of samples.

Create a template from the products page

1. Go to the Products menu from the Sales sidebar and click Products.
   • You will be taken to the Products page.
2. Click the Templates tab.                                                                                                                     
3. Click Add.
   • The Add Product Template pop-up window will open.
4. Type a required (*)template Name.                                                                                                     
5. Click the  Brand drop-down and select a brand to apply to the template and all products that will be created using the template.                                                                                           
6. Click the Category drop-down and select a category to apply to the template and all products that will be created using the template.                                                                                 
7. Click the  Attribute Group drop-down and select an attribute group to use for the template.         

   When an attribute group is selected, the number of strains for the selected brand and attribute group will be displayed, in addition to the total number of products that will be added.  The number of possible products will depend on the number of different attribute group terms. For example; if the attribute group has 2 strains and 3 weights, 6 different products will be added, each a combination of the 2 different strains and 3 different weights.

8. Add the price for the different product weights in the table by typing the price for each weight in the Price column.                     
9. Type an optional Product Description and optional Product Disclaimer.                       
10. To add product samples using the template, click + Add Sample, click the Sample Type drop-down and select the sample type, then type the optional sample Price.

    The number of samples will depend on the number of strains in the selected attribute group. 

    
11.  Select the Products Using This Template Are Made to Order (By Available Inventory) box if this template will be used to create made-to-order products.

    Do not select this box if the template will be used to create Off the Shelf products. A template is required when adding Made to Order products.

12. Click Add.
13. Click Confirm.

    You will be taken to the template's page, clicking the Products tab on the Templates page will display all of the products that were created using the template.  If samples were added using the template, click the Samples tab to see the list of samples.