Assembly templates (bills of materials)

A template records what something is made of: each component product, the quantity required and an optional note. You can also sort the components into groups. A template holds no stock and no cost.

You can use a template to fill an assembled product's component list or save a finished component list as a template for next time. Templates are part of Assembly, which is included in the Pro plan and above.

Create a template

1. Open Catalog in the top navigation bar.
2. Open Assembly.
3. Select All Templates in the sidebar.
4. Select New Template.
5. Enter a Name.
6. Optionally, enter a Description.
7. Select Create. The new template opens.
8. Select Add Component.
9. Choose a Supplier.
10. Choose the Product. The list offers only that supplier's products.
11. Enter Quantity Required.
12. Tick Keep open after adding if you want to add several components in a row.
13. Select Add.
14. To sort the lines into sections, select Add Group.
15. Choose the group in each line's Group column.

A product can appear only once in a template. Adding it a second time is refused.

Edit, duplicate or delete a template

To change a line, click its quantity or its note. To remove several lines at once, tick them and select Delete. Select Edit in the Template Information card to change the name and description.

Duplicate makes a copy of the template with all its components and opens it. The copy is named after the original with (Copy) at the end.

Delete removes the template for good after you confirm. Assembled products already filled from it keep their components. A template that a project was created with cannot be deleted.

Use a template on an assembled product

When you create an assembled product inside a project, choose the template in Template (Optional). The product is created with the template's components and groups already on it.

To load a template on an existing assembled product that is not complete or cancelled:

1. Open the More actions menu, shown as three dots at the top right of the page.
2. Choose Load from Template.
3. If the product already has components, choose Add to existing to keep them and add the template's lines, or Replace all to remove the current components first.

Loading a template copies only the required quantities: nothing is assigned yet. A line whose product has since been deleted is skipped. With Add to existing, a line whose product is already on the assembled product is also skipped.

The message after loading says how many components were added and how many were skipped. A load either completes in full or changes nothing.

To save an assembled product's components as a template, open an assembled product that has components and choose Save as Template in the More actions menu. This creates a new template from its components, with their quantities, notes and groups.

Templates in a new project

The New Project window also offers a template. Choosing one there records it on the project but adds no components to anything. Components arrive when you create an assembled product from a template or load one into it.

Permissions and plan access

Creating, editing, duplicating and deleting templates, and the More actions menu on an assembled product, require the Manage Assembling Project permission.

On a plan without Assembly, existing templates stay readable and can still be loaded into assembled products, but you cannot create, duplicate or save a new one.