Updated as of 02/18/2022

Product Templates are a great way to create a basic product template that can be applied without having to create a product for every strain. Product templates can be applied to any strain, at any packaging point, to save you hours on creating and maintaining your Product Catalog.

  • Note: You can continue to create individual products with the Product Creator if you choose to. Read here for more information on how to Create Products.

To create a Product Template:

1. On your Products page, select the "Templates" tab and click "+Add New Templates":

2. On the Template Creator:

A. Select "Bulk" or "Packaged" and the Traceability Type.

  • Note: Creating "Packaged" templates will give you the unit size and price options.

B. Category

  • Note: Brand is optional

C. Product Name

  • Note: Clicking "Use Category" will simply create a Product Template named the same as your Category selected.

3. Once your Traceability type is selected, the remainder of the form will populate to be filled in:

Bulk:

A. Use "Options" to add Attributes like flavor or mood.

  • Note: These are created in the Attributes tab of your Admin Product page. Each account is limited to three Attributes of your choosing.

B. Set a Default Label: Choose the label you want to associate with the product. This is optional but is recommended so you don't have to select the correct label template each time you print.

C. Include new products in store: Checking this box automatically adds any new products you create from this template to your Live Marketplace. The new products will be added and set to Public for each store you have in your account.

D. Choose unit of measure type.

E. Add the price if applicable, this will be per unit of measure you have selected.

Packaged:

A. Use "Options" to add Attributes like flavor or mood.

  • Note: These are created in the Attributes tab of your Admin Product page. Each account is limited to three Attributes of your choosing.

B. Choose a default source product to do quick one-to-one conversions

C. Set a Default Label: Choose the label you want to print when you create your products. This is optional but is recommended for ease of use later on.

D. Include new products in store: Checking this box automatically adds any new products you create with the template to your Live Marketplace. The new products will be added and set to Public for each store you have in your account.
E. Choose unit of measure type.

F. Package Size and Price: Package size is the weight of the package (net weight before packaging materials).

  • Note: You can add multiple package sizes and set their prices at one time by clicking "Add Size".

  • Note: Check the applicable "Sample" option for the size if it's intended for samples and your state allows that.

4. Once your template details are complete, click "Create Product Template".

Note: Now when you go to package inventory during harvest, add items to an order, or package/convert inventory, you can choose the template to be applied to any strain.

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