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Creating a Stock Template & Applying It to New Locations

Build a standard truck or warehouse setup once, then replicate it to as many new locations as you need, no more adding materials one by one.

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Overview

Stock Templates let you copy an entire material list from one location (like a Warehouse) to another (like a Truck) without manually re-adding each item. This is ideal when you're setting up new locations that should carry the same materials, min/max levels, quantities, and positions as your model location.

This article covers: setting up a brand-new location with a template. If you need to add template materials to a location that already exists and already has stock, see [Applying a Template to an Existing Location] instead.

Ideal Use Cases

Best For

Setting Up Multiple Trucks

Copying an existing location's full material list, quantities, min/max, barcodes and all

Onboarding 5 new vehicles? Create the template once from a master warehouse and stamp it across all 5

What Gets Copied

When you create a template from a stock location, Ply copies:

  • Materials (name, item number, category)

  • Min & max quantities

  • Stock quantities (on-hand)

  • Costs

  • Positions (bin, aisle, level)

  • Barcodes

Step 1: Go to the Source Location

Navigate to the Warehouse or Truck you want to replicate materials from. This is your model location.

To find your templates later, go to Stock → Templates. From there you can view existing templates or create new ones.

Step 2: Create a Template from Your Model Location

  1. Open your model location

  2. Scroll down and set the view to 250 materials per page, this makes the selection process much faster

  3. Click the checkbox in the top left to select all materials at once

4. Navigate through all your pages by selecting the entire page of materials at a time.

5. You must use the top-left checkbox to select all. Bulk select won't work for this step.

6. Once you've selected all the pages of materials that way:

a. Go to Other Options → Create Template
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b. Choose Create New Template, give it a name (e.g., Model Truck), and confirm

c. Review the materials and data that will be copied, then click Create

d. Your template is now ready! You can find it under Stock → Templates.

Step 4: Apply the Template to the Destination Location

  1. Open your template

  2. Click the checkbox in the top left to bulk select all materials

  3. Click Add to Location

  4. Choose the destination truck or warehouse

  5. Click Add

Repeat this process for each new location in your fleet.

📌 When applying a template, you'll see checkboxes for additional options (add missing materials, update positions/barcodes, apply min/max, apply quantities). These are the same options covered in detail in Applying a Template to an Existing Location, since they matter most when the destination already has some stock.

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