How to create Usage template

· Select Operations tab and then Usage tab.

· Select Create Template under Usage Menu.

· Fill in the appropriate information and then click Add Template.

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· Select the Update tab to add items to the template.

· There are 2 options to load inventory items to the usage template.

o Select Add Items from inventory locations – Search for items in an inventory location and add them to the template.

§ Select Display All Items – Enter the quantities and then click Add / Go to line items button.

o Select Import Items – Import items from a tab delimited text file.

§ Items file must be a tab delimited plain text file in the following format, with no header row (all rows will be added): See example below

· Location No <tab> Inventory No <tab> Hold Qty <tab> Use Qty <tab> UOM <tab> Conversion Factor <tab> Item Notes <new line>

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Select Browse to add your text file of items

· Select Browse to add your text file of items to import and then click the Upload button.

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· The system will let you know how many template items were imported. Click on the Line Items tab to review the items.

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