Overview
Stock Templates allow you to quickly replicate materials from one location (like a Warehouse) to another (such as a Truck) without manually adding each item. This is especially useful when setting up new trucks or standardizing inventory across locations.
Below is a step-by-step guide on how to replicate materials using stock templates.
♻️ The template stays reusable
Once created, you can apply the same template to as many trucks as you want; set up 10 trucks in a row without re-selecting anything.
🎯Ideal Use Cases
✅ Best For | ✅ Setting Up Multiple Trucks |
Copying an existing location's full material list | Setting up multiple trucks to match a master location |
When you want a new truck to carry everything your warehouse (or another truck) already stocks — quantities, min/max, barcodes and all. | Onboarding 5 new vehicles? Create the template once from the master warehouse and stamp it across all 5 trucks. |
💡 Alternative | 💡 Alternative |
Build a template from scratch | Direct transfer |
If the template doesn't need to match an existing location, it's faster to create it directly in Stock → Templates by adding materials manually. | If you just need to move some materials right now (not set up a repeatable template), use a regular Transfer or Picklist instead. |
Step-by-step
1. Go to the source location
Navigate to the Warehouse or Truck that you want to replicate materials from.
2. Select all materials
Select all the materials in that location.
⚠️ "Bulk Select All" does NOT work here
The standard Bulk Select shortcut that selects everything across all pages won't work for creating a template from a location. Instead, you need to select materials page by page. Follow the steps below carefully.
Increase the number of rows per page to the maximum
Select the entire page
Move to the next page and select again
Repeat this process until the entire location is selected
💡You'll see a running total
As you select each page, the selection counter in the action bar increases. Once it matches the total number of materials in the location, you've got them all.
3. Create the Stock Template
Once all materials are selected, create a Stock Template.
During template creation, select “Create new template” and set the Template name. For example “Copy of Warehouse”
During the template creation, you can:
Adjust quantities
Set or modify min / max values
Or copy everything exactly as-is
You can also choose to apply the template later without quantities, if you only want to replicate the material list structure.
✅ Check "quantities" when: | 💡 Uncheck "quantities" when: |
You want the destination truck to start with the same stock levels as the warehouse — a true clone of inventory. | You only want to set up the material list structure (what items the truck carries) without transferring physical stock. Quantities stay at 0 until manually restocked. |
4. Apply the template to the destination location
To apply the template:
Go to Stock > Templates
Open the template you just created
Bulk select all items (bulk select does work here)
Click Add to location
Before confirming the changes, you’ll see these optional checkboxes. Here’s what each one does:
Add missing materials from the template: Adds materials that are not already in the location
Update existing materials' location values: Applies values like aisle, bay, level, and bin from the template
Update existing materials' barcodes: Applies barcodes from the template
Apply Min/Max values from template: Adds or updates the minimum and maximum levels for each material
Apply Quantities from template: Adds the preset quantities stored in the template
Merge vs Override: For location values (aisle, bay, level, bin), you’ll choose how to handle any conflicts:
Merge with existing values: Keeps current values and fills in only what’s missing
Override existing values: Replaces current values in the location with the ones from the template
This setting only applies to location values. Other apply options are managed using the checkboxes above.
Tips
Stock Templates are reusable, so you can apply the same template to multiple locations.
If you’re setting up several trucks with the same materials, this is the fastest and cleanest approach.
Still need help? Contact Support!
Need help replicating a large warehouse to your fleet? We're happy to walk you through it.