The Production templates tab is where the components are defined for production orders. They are otherwise known as ‘BOMs’ or ‘Recipes’. When a new production order is created the user can select the template from which to derive the order. The production order can then be customized for a particular need. If a template changes then the user can choose to update the existing open production orders with the changes.

Refresh – Refreshes the list of templates for changes that others have made.
Filters – Sets filters to see just the templates required.
Search – Enter word(s) to find info from the header or details of templates.
Export – Exports the filtered list to Excel or .csv.
Add – Adds a template
Edit – Edits a template
Delete – Deletes selected template(s).
Print – Prints selected template(s). Reports with ‘Production Template List’ as the Crystal Reports template will be presented for printing.
Copy – Create a new production template based on the highlighted template.

Create From Templates – Uses the template configuration to create a new production order.

Update Orders – If any changes are made to the template, this will push those changes to outstanding Production orders.

Order Information

Template No – The sequence number assigned to the template. New templates has this value populated from the next sequence from Company Settings/Sequence numbers.

Customer No – The customer that this template is usually for.

Name – The name of the customer that this template is usually for.

Priority – Choose from one of 5 values, from Highest to Lowest, so that you could sort or filter the list to see the most important ones.

Reference No – An alphanumeric value you can use for any identification or selection / sorting purpose.

Default Template – When more than one template has been created for the same part number and warehouse, use this template for new production orders.


Subassemblies – Allows the user to toggle sub-assemblies on or off and to expand all available sub-assemblies.

Open Inventory – The highlighted manufactured or component item will be opened in a new window for investigation or editing.

Warehouse – The list grid column showing the warehouse where the item will be ‘Built’ into.

Part Number – The list grid column showing the manufactured item number.

Inventory – The combination of the warehouse and part number of either the manufactured or component item.

Description – The description of the item.

Required Qty – Quantity of the manufactured item to build. When editing a template, the quantity of each component item to consume in production is displayed.

Production Order Notes – Text related to the template as a whole, with the text box in a coloured background.

Instructions – Text related to the specific item highlighted in the grid, either a manufactured or component item.

Created – The date and time when the template was created.

Created By – The initials of the user that created this template.

Modified – The date and time when the template last changed and saved.

Modified By – The initials of the user that last changed and saved this template.


Either from the Templates list screen or when editing a specific Template, you can print the Production Template report.

Production Template – Prints the list of component items and their respective quantities and costs, required to build the specified quantity of the Manufactured inventory item.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.