➡️ 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 in SureStock 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, SureStock 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
Open your model location.
Scroll down and set the view to 250 materials per page, this makes the selection process much faster.
Click the checkbox in the top left to select all materials at once.
Navigate through all your pages by selecting the entire page of materials at a time.
You must use the top-left checkbox to select all. Bulk select won't work for this step.
Once you've selected all the pages of materials that way:
a. Go to Other Options → Create Template.
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 3: Apply the Template to the Destination Location
Open your template.
Click the checkbox in the top left to bulk select all materials.
Click Add to Location.
Choose the destination truck or warehouse.
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 in SureStock, since they matter most when the destination already has some stock.
➡️ Common Issues
"I selected all materials on the page but only bulk select worked, not the whole location."
For creating a template, you must use the top-left checkbox and page through selecting each page, not the Bulk Select option. Bulk select is only for applying an existing template, not for building one from a source location.
"My template is missing some materials from the source location."
This usually means not every page was selected before clicking Create Template. Go back to the source location, set the view to 250 per page to reduce the number of pages, and make sure the top-left checkbox is used on every page before creating the template.
"I can't find this feature on the mobile app."
That's expected, Stock Templates (creating and applying) are currently web-only in SureStock.
➡️ FAQs
Does creating a template affect the source location's stock?
No, creating a template only copies the data, it doesn't remove or change anything at the source location.
What exactly gets copied into a template?
Materials (name, item number, category), min/max quantities, on-hand quantities, costs, positions (bin/aisle/level), and barcodes.
Can I apply the same template to more than one location?
Yes, that's the main use case: create it once from a model location and apply it to as many new trucks or warehouses as you need.
Still need help?