Already have a location template built? You can apply it to any existing stock location in just a few clicks. Whether you're adding a few materials or the whole set, it’s a quick way to bring your trucks or warehouses up to speed.
🧭 How to Add Template Materials to a Location
Follow these steps:
- Go to the Stock tab
- Click the Templates tab
- Open the template you want to use
- Select the materials you want to add - You can select in bulk.
- Click Add to Location
- Choose the destination stock location from the pop-up
- Click Add
The selected materials will now appear in that location’s material list.
🔒 Important Behavior to Know
When adding template materials to an existing stock location:
- Existing materials will not be overwritten. If the item already exists, it stays untouched
- Min/max values in the location won't change. Even if the template has different values, the location’s settings take priority
- Only brand-new materials from the template will be added
This gives you a safe way to apply templates without affecting what’s already working.
✅ Common Use Cases
- Stocking a new tech’s truck you’ve added with essential materials
- Adding missing items to an older vehicle
- Rolling out a new set of safety tools or seasonal supplies across multiple trucks
🧠 Pro Tip
Keep your templates fresh by updating them as your material needs evolve. That way, future applications are consistent across your fleet.
If you run into any issues or have questions about using templates, feel free to reach out to support@getply.com - We’re here to help!