Edit customer template / Edit product template

When editing a template, you can name it, choose the sort type, and drag items to reorder them.

Steps

  1. Confirm the template type
    Customer order and product order are different template types — confirm which one you're editing first.
  2. Arrange the order
    Drag items to match your floor route so staff move through them in order.
  3. Save the template
    Once saved, the template can be applied within a batch.

Notes

  • We recommend a template name that includes the warehouse zone, route, or use case.

Limitations

  • When applying a template, still confirm that the batch data matches the template's items.

This page comes from the product's built-in help and is updated with each release. Your installed version is the final word on what the screen shows.

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