Adding Resources: Templates

Templates can be thought of as a parent resource: All (child) resources contained under the main/parent template inherit the attributes of the (parent) template.

Let's look at an example of how templates and resources for a template are created.

To add a new template:

  • Select 'Printshop'
  • Select 'My Resources'
  • Select 'Media'
  • Select 'Add Resource'
  • Select 'Template'
  • Select which resource group this template will belong to under 'Resource group'
    • For this example, we'll choose 'Media'
  • Select 'Next Step'
  • Provide a media name for this template under 'Media name'
  • Provide a description for this template under 'Description'
  • Add tags to this template under 'Tags'
  • Toggle to 'Roll' next to 'Roll' if this is a template for roll types of Media
  • Enter in the templates unit of measurement under 'Resource units of measurement'
  • Enter in the template width and length under 'Width' and 'Length' (optional)
  • Choose a unit for the Width and Length under 'Unit'
  • Enter in the thickness of this template resource under 'Thickness' (optional)
  • Select a thickness unit under 'Unit'
  • Provide the weight (in gsm) of this template resource (optional)
  • Enter in the color for this template resource under 'Color' (optional)


First step of adding a new 'Template' resource


Second step of adding a new 'Template' resource


  • Select 'Next Step'
  • Select a Chart of Accounts under 'Select an account for this cost'
    • If this template is to be considered of no cost, toggle the 'No Cost' setting to 'Yes'
  • Enter in a cost and quantity under 'Cost per quantity'
  • Enter in a minimum amount of this resource to be used each time under 'Minimum Amount to Use'
    • This is optional
  • Enter in a units per block under 'Units per block'
    • This is optional


Third step of adding a new 'Template' resource

  • Select 'Save Resource'
    • The newly created template will be shown in 'Templates' tab of Media resources


Newly added 'Template' resource is contained within the 'Templates' tab of Media Resources


With the newly created template above, any new resource that is associated with the above template will inherit the following:

  • Unit of measurement
  • Width, Length and Unit
  • Thickness and Unit
  • Cost
    • This is set to inherit by default but can be set to not inherit


Let's look at an example of how a child resource created and saved under the above template (New Media Template) inherits the attributes from the template.

  • Select 'Printshop'
  • Select 'My Resources'
  • Select 'Media'
  • Select 'Add Resource'
  • Select 'Single resource'
  • Select 'Media' from 'Resource group'
  • Select the template name under 'Templates (optional)'
  • Select 'Next Step'


First part for adding a new resource to be associated with an existing 'Template'


Delete

Creating a resource: Association with a template

When adding a new resource under a template, users will notice the following is inherited from the template and NOT editable:

  • Unit of Measurement
  • Width, Length and Unit
  • Thickness and Unit


  • Enter in a name for this media resource under 'Media name'
  • Provide a description for this template under 'Description'
  • Add tags to this template under 'Tags'
  • Provide the weight (in gsm) of this template resource (optional)
  • Enter in the color for this template resource under 'Color' (optional)


Second part for adding a new resource to be associated with an existing 'Template'

  • Select 'Next Step'
  • Leave the toggle set to 'Yes' if you would like to inherit the parent template cost for this resource
  • Select 'Save Resource' if you are going to inherit the parent template costfor this resource
    • The remaining values on this screen are grayed out if a printer decided to inherit the cost settings from the template


Resource Cost screen if inheriting cost from the template


If a printer would like to override the cost of the parent template cost for this resource:

  • Toggle to 'NO' if you would to override the parent template cost
  • Change the chart of accounts (if needed) under 'Select an account for this cost'
  • Toggle the 'No Cost' to 'Yes' if this resource does not have a cost associated with it
  • Adjust the cost and quantity under the 'Cost' section
  • Enter a quantity under 'Minimum Amount to Use (optional)'
  • Enter a quantity under 'Units per block (optional)'


Example of overriding the parent template cost when adding a new resource to the template

  • Select 'Save Resource'
  • The newly saved resource will now show up under the 'New Media Template' template as a single resource


Newly added single resource was placed within the '100 lb Gloss' template

  • Select the three dots to the right of any resource within a template
  • Select the 'Make unavailable' to set this resource as not available if this resource becomes unavailable to be used in jobs

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