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POS: Using Style Templates

Style Overview|Adding a New Style|Editing a Style

 

A style template is a user-defined array of item attributes (sizes, colors, patterns, etc.) that is used as a template when adding a new style. . Each template can be used for an unlimited number of styles. . Of course, you can instead create each style grid from scratch in inventory, but using templates makes the process much faster since all the predefined sizes and attributes are included in the new grid for you.

To apply or create a new style template:

  1. From your item list or form, begin adding or editing a style.

  2. From the Select a Style Template drop-down list at the top of the style grid (in the lower pane), select an existing template to apply. . The template is immediately applied to the style grid.

Or

Select Add New and follow the steps below to create a new template.

The Select a Style Template window is opened with a new style, initially named New Template, displayed.

  1. Type a unique name to overwrite the default.

  2. Select the Click to add fields on the template form displayed on the right and enter style sizes, colors, or other attributes as appropriate along the vertical and horizontal axes.

  3. When done select Save.

Or

If you want to immediately apply this template to the style you were working on, select Apply Selected Template, which saves and applies the template in one step.

To edit, delete, or copy a style template:

From the Style window, select the magnifying glass to the right of the Select Style Template drop-down list.

Highlight a template in the list on the left of the template window and then complete actions as desired:

  • Editingthe template: The same procedures used to create a template apply when editing it. . Additional choices for adding, deleting, and moving rows/columns and for undoing edits are available from the Edit menu under the displayed template. . After editing, select Save or, if you want to update the current style with the changes, select Apply Selected Template.

  • Deleting the template: Choose delete selected template from the Options menu. . Deleting a template does not effect existing styles the have the deleted template applied. .

  • Copying the template: Select Copy Selected Template from the Options menu. . Enter a unique name for the template and edit as needed before saving. . This is a fast way to create a template very similar to an existing template.

  • Renaming the template: Select rename selected template from the Options menu. . Renaming a template does not effect existing styles that have the template applied.

Notes:

  • Style templates are particularly effective for soft goods retailers (clothing, shoes, etc.) where item lines tend to have common sizes, colors, or other attributes.

  • When applying a template to a style, if the applied template contains sizes or attributes you do not want to include in the particular style, you need not define items for those cells (i.e. . dont enter a quantity or zero). . An inventory row (item) will be created only for those attribute combinations (cells) in which you enter a quantity. .

  • For some merchandise, attributes vary from style to style and from season to season. . In this case, you typically wont know what attributes you need until you are actually ordering the items. . Here it is often easier to define a template with a single attribute, such as sizes, only along one axis of the template. This gives you the flexibility you need to add other specific attributes, such as color for each style independently as you add it, while still avoiding repeated manual entry of your commonly used sizes.

  • If you modify an individual style grid in inventory that has a template applied, the original template is not affected.

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11/22/2009 4:46:27 AM