Creating an Assembly Template

Templates are useful for frequently assembled items or items with similar assemblage.  All the tasks and parts are imported to the new item, along with the description.  To create a template:

 

1.  Open the assembly that you want to make the template (it can be the resulting item record when you completed an assembly).

2.  From the Supervisor menu, select Create as a Template.

3.  Select Save & Close.  The template will be named after the vendor style number.  Certain options in the Item window will no longer be available, but the template will be available for future assemblies.

 

The parts identified in a template are placeholders. You must specify actual parts so they will match actual inventory.