Create sub-template for actual or planned stock movements

  • Updated

New sub-template for actual vs planned stock movements

When adding a sub-template, there is now the option to choose between ‘planned job stock’ and ‘actual job stock movements’. Previously, stock and equipment keywords would not populate when items were used with movement on site and left at location; however, this new sub-template allows these fields to be displayed.

To add a sub-template and utilise the new options, navigate to: [Top menu] Profile (icon) Admin Settings Account side menu and click on Templates. Either click to open an existing template or add a new one.

From the ‘Edit template’ pop-up, click on ‘Insert keyword’ and select ‘Sub template’ from the Miscellaneous section.

The sub template options will now allow you to choose between planned job stock or actual movements. 

  • Navigate to:[Top menu] Profile (icon)Admin Settings Account side menu Templates