Use Stock Template to create reusable ordering lists for restocking. Instead of picking products one by one every time you reorder, create a template with your usual items and quantities — then use it to generate stock orders in a few clicks.

When to use this: When you want to create reusable shopping lists for restocking your outlets.

Prerequisites

• Products must exist
• Inventory Locations configured

Stock Template List

📝 General Description

The Stock Template list shows all saved templates in a data grid. Each template has a name, associated supplier, inventory location, and soft-delete status. Click a template name to edit it and manage its items.

⚙️ UI Elements

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2.10.1 Column Visibility Filter Panel

Click the 🔽 funnel icon (top-right of the toolbar) to open the Column Visibility Panel. Each toggle switches a column ON (visible, blue) or OFF (hidden, grey).

Default Visible Columns (🔵 ON)

Hidden Columns (⚪ OFF by default)

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2.10.2 Add / Edit Stock Template

Main Section

Applicable Inventory Tab

Select which inventory locations can use this template. This restricts the template to specific warehouses or outlets, preventing accidental ordering to the wrong location.

Items Table (Edit Mode)

After saving, the Items Table appears where you add products to the template:

Item Actions

Save Actions

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How to Edit a stock template

1. In the Stock Template page, find the stock template you want to change.

2. Click the blue template name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

✅ Expected Result: The stock template is saved.

[!TIP] To make changes, just click the name of any stock template in the list — the same form opens with everything already filled in. Change what you need and click Save.

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💡 Example

Scenario: A grocery store places the same dairy order every week from the same supplier.

1. Create Template: "Weekly Dairy Order" → Supplier: "Fresh Farms Pte Ltd"
2. Add Items:
   • Fresh Milk 1L — Qty: 50 — Cost: $1.80
   • Yogurt 500g — Qty: 30 — Cost: $2.50
   • Butter 250g — Qty: 20 — Cost: $3.00
   • Cheese Slices — Qty: 15 — Cost: $4.50
3. Set Applicable Inventory: "Main Warehouse", "Outlet A Cold Storage"

4. Usage: When creating a new Purchase Order, select this template → all items pre-populate with quantities and costs → adjust if needed → submit order.

[!TIP] Create separate templates for different suppliers and order frequencies (e.g., "Weekly Dairy", "Monthly Stationery", "Seasonal Holiday Stock"). This reduces ordering time from minutes to seconds.

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Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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How to Delete a Stock Template

1. Navigate to Stock Template from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

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How to Add a New Stock Template

1. Navigate to Stock Template from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new stock template.

✅ Expected Result: The new stock template appears in the list and is available for use across the system.

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FAQ

Q: Why is my product not showing on the POS? A: The POS needs to sync first. Check Terminal Status to see the last sync time. Also verify the product is not deleted and is assigned to the correct outlet.

Q: Can I delete a product that has sales history? A: You can soft-delete it (it will be hidden from active lists and POS), but it cannot be permanently removed because it is linked to transaction records.

Q: How do I update prices for multiple products at once? A: Use the Data Importer > Product Importer to bulk update. Export the current list, modify prices in the spreadsheet, then re-import.

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Troubleshooting

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Related Menus

• Category Setup — product categorization
• Department Setup — reporting hierarchy
• Sales Setup > GST Setup — tax rates for products
• Data Importer > Product Importer — bulk product upload
• Sales Setup > Payment Mode — payment methods at POS

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Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.