Update Product System Templates After They Have Been Created

Update Product System Templates After They Have Been Created

Product templates are a great time saver because they allow you to use an existing product as a example of how to set up other products, making product setup more of a cookie cutter production line rather than a laborious hand crafting of each record.  But as your business changes, you will probably find that you want to update your product templates so that you don’t have to continually tweak fields here and there that have changed over time, or maybe you want to remove templates that are now obsolete so that the users don’t see them when they are creating new product records.

Don’t worry, you can do this directly through the Record Template maintenance form within the Home Area page.

How To Do It…

Select the Record Templates menu item from within the Setup group of the Home area page.

When the Record templates maintenance form is displayed, you will be able to see all of the records that have templates associated with them.  In this case we just have templates for the Items.

If you click on the Templates tab you will be able to see all of the system templates that you have defined.  To change the template, click on the Edit button on the right.

This will open up the Released product that you selected to be the product template, and you can make changes to the key information.  Once you have updated the record, click the Close button, and the next time you create a product from that template it will use the new defaults that you defined.