This article covers the Templates tab of the New Smart Ops Purchased Item Record. 


The Templates tab lists all Templates and Shopping Lists that an Item is on, which allows Users to easily manage an Item.

Templates Tab



1) Template Type Subtabs- Click between the different Template types to view the list of Templates or Shopping Lists that this Item is on.  Users can view whether an Item is connected to the following:


2) + Add to Template/List- This button appears when viewing the different Template Types and Shopping Lists.  To add the Item to a Template, first open the correct Template Type, then click '+Add to Template' 

  • Note: When viewing Shopping Lists, this button will say '+Add to List'


3) Template/List Table - The list of all the Templates and Lists that this Item is on, along with additional details. When the Item is not connected to the Template/List, the table will read: 'No Records to Display.'


From the table, Users can do the following:

  •  - Search the List for specific keywords
  • - Export the table to a .csv file
  • - Filter Column information
  • - Rearrange table columns

Add to Template/List


Users can add the Item to a Template or List from this tab. To Add to a Template, first open the correct Template Type by clicking the correct Template from the Template Type subtabs. Then, click the '+Add to Template' button. 



To add the Item to a Shopping List, click the '+Add to List' button.  


After clicking the '+Add To' button, Users will be prompted to select the Template or List that the Item is going to be added to. Each Template/List Type requires different information.  


When completing required fields, Users have the option to select one, multiple, or all from the following fields:

  • Location(s) and Location Group(s) 
    • Note: Only the Locations/Location Groups available to the Item will be listed
  • Template(s)
    • Note: Only the Templates available to the selected Location/Location Groups will be listed
  • Shopping Lists
    • Note: Only the Shopping Lists that the Item is not already on will appear



Waste Templates




Transfer Templates


Inventory Templates


Order Templates

Shopping Lists