OneDeck Help Center

How to Create Item Templates

With OneDeck, you can create and manage item templates effectively, streamlining the process of adding recurring pricing items to documents. This is particularly useful for businesses that frequently use similar items across various document types, such as quotes, invoices, or work orders.

In this documentation, we’ll walk you through the steps on how to:

  • Navigate
  • Create Item Template
  • Manage Item Template

Let’s get started 🚀

Navigate

Step 1: In the side navigation panel, click on the Settings option from the bottom-left corner of the interface.

Step 2: Select the Templates tab from the settings tab menu.

Create Item Template

Allows you to create an Item template in OneDeck that serves to standardize the management of recurring items, such as products, or services, that are used across your records.

Step 1: Click on the + Add button to create a new one.

Step 2: A new window will appear, asking you to enter the following fields for defining a new item template:

Fields Description
Name Specify the name of the Item being created.
Description Additional details about the item.
UOM (Unit of Measure) Define the Unit of measure for the item from the:
  • Hour
  • Day
  • Week
  • Month
  • Year
Price Set the cost of the item.

Step 3: Once done, click on the Save button.

Manage Item Template

OneDeck provides the following options for managing item templates effectively, including searching for the specific item, editing item details, and deleting items when not in use.

  • Search Item
  • Edit Item
  • Delete Item

Search Item

Allows you to locate added items quickly by utilizing the search functionality by entering the item name to find the desired item efficiently.

Edit Item

Allows you to edit the item, click on the vertical ellipsis (three dots), and select the Edit option to update details such as:

  • Name
  • Description
  • UOM
  • Price

Once making the necessary changes, ensure to save the updates to apply them.

Delete Item

If the item is no longer needed, you can delete that item. Click on the vertical ellipsis (three dots) and select the Delete option.

After creating or editing an Item template, you can add those items to your document. Go to the Document builder and select the Item from the Pricing section.