The Templates Maintenance form is used to set up templates used by the Retail Wireless module and the Quick Add/Edit function in the Back End. Templates are used to define the fields that will be displayed on the form used in a specific function. This provides a very flexible way of defining the look and use of a screen.


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The following templates can be defined:

       Wireless-Handheld module

Back End

  1. From the Administration Menu select the Template Maintenance task.
  2. Click the Add a Template button on the toolbar to define a template.
  3. Select the template type from the Template TypeTemplate_Type drop down.
    • Template Type: Select the template type for the template type drop down.  Shelf Audit Update, Shelf Audit Batch, DSD Receiving, PO Order and Inventory Count are all templates to be used with the wireless unit.  Quick Add and Quick Edit are templates to be used with the Quick Add and Quick Edit function on the Retail Back Office.
  1. Type in a template name in the Name Template_Namefield and description in DescriptionTemplate_Description field.
  2. From the Products Field column flag the fields you wish to display on your template.
  3. Flag one or more Employees from the employee list. These are the employees that use the Handheld device.
  4. Press the Save button from the toolbar.
  5. Press the Exit button to return to the main menu.

To edit a template, double click the template name from the template list box and make your changes. Press the Save button from the toolbar to save your changes.

NOTE: The Product Tab Order, if selected in Product Maintenance, will be displayed in the Grid. This is maintained in Product Maintenance, not in Templates.

Tip: By clicking any of the column headings the fields will sort alphabetically. Clicking the Product Field heading will sort all selected fields to the top of the list. This is useful to view the select fields and seeing which fields are displayed only.