Manage product templates

Before you start

A view-only template page explains the access restriction in a banner. Summary rows use View and Close instead of Edit and Done.

Find the template

1. 1

   Step 1: Choose a list view

   Open Products. Choose All, Active, Draft or Locked to narrow the list.

   Needs sync appears while a template requires attention. Counts show how many templates belong in each view.

   

2. 2

   Step 2: Search and filter

   Search by title, vendor, category or SKU prefix. Use Category and Vendor chips to narrow further.

   Sort by Date added, Product, Last updated or Price. Click the matching row to open the template.

   The list shows its vendor, category, option count, lead time, starting price and status. An asterisk identifies option differences made on that template.

   A pin marks a template shown first in search. No bundles means it does not currently follow a bundle.

Edit details and bundle behavior

1. 1

   Step 1: Change the template

   Edit a field directly or open a summary row with Edit. Click Done to close that row.

   Unsaved marks values waiting for the Save bar. Click Save for Template saved, or Discard to abandon page edits.

   

   Commission code and Warranty save when changed. They do not wait for the page's Save bar.

   Find the right part of the page

   The main column holds title, description, product type, media, pricing, options, import handle and activity. The right column holds draft setup, sales channels, organization and placement requirements. Use Template special cases for locations, tax categories and services.

2. 2

   Step 2: Manage product images

   In Media, choose Upload new or Select existing. With images present, use Manage to open Media for this template.

   Choose up to 10 images, each up to 10 MB. Save the page; the first image is the thumbnail.

   

   Images reach the Shopify product on its next sync in the chosen order. The first becomes Shopify's featured image.

3. 3

   Step 3: Hold one option unchanged

   Open an option row's menu and choose Keep what is here. Confirm Lock option.

   The option stops following bundle changes. Use Follow the bundle again when it should resume following.

   Match bundle copies bundle settings but preserves prices, costs, lead times and the starting value. It does not unlock the option.

4. 4

   Step 4: Hold the whole template unchanged

   Choose More actions > Hold back bundle changes, then confirm Lock template.

   The template shows Locked and an explanation. Every option stays as it is while the bundle changes.

   

   Use Follow bundles again to resume following. For the shared relationship, read Bundles.

Manage availability and copies

1. 1

   Step 1: Activate or deactivate

   On a draft, click Activate in the header or row menu. The template becomes Active, and Quotes, orders and POS reads On.

   For an active template, choose More actions > Deactivate or the list's Set to draft. It stops being offered on new quotes and orders.

   

   Both actions save immediately without a confirmation. Deactivation archives the Shopify product; it does not delete it or change shared option products.

2. 2

   Step 2: Duplicate the template

   Choose Duplicate template from the row menu or More actions. A new draft opens with (copy) after the title.

   The copy keeps options, prices, bundles, locks, vendors, terms and requirements. It also retains commission and tax category, with a fresh import handle.

   

   The copy stays hidden from the online store. Review its title and product differences before activating it.

3. 3

   Step 3: Pin the template

   From the Products row menu, choose Pin to top; Template pinned to the top confirms it. The template leads app, POS and purchase-order pickers in pin order.

   Choose Unpin to remove that priority. Pins do not sync to Shopify or appear in the template CSV.

   

4. 4

   Step 4: Delete an unused template

   Choose Delete template, read the confirmation, and confirm only if the template should be removed.

   Staff can no longer add it to orders. Existing sold lines retain their own wording and prices, and shared options remain in the shop.

   Warning

   A template used by stock or purchasing records cannot be deleted. Deactivate it instead.

What happens next

An activated template syncs to Shopify. The template page shows Syncing, then normally shows Active with Last synced on hover.

The list uses Live for a synced template. Sync failed or Not synced needs attention; see Templates and Shopify products.

The list's sync banner offers Retry sync for all and Show them. Review affected templates before retrying.

If something goes wrong