Any in-store produced item can be added to your work order template, provided the product already exists in one of your account catalogs.

Before Getting Started: If you use the Workflows navigation menu, click Activities on the left side of the screen.

Adding a Product to a Location Catalog

1. In the left menu, click Administration and select the Catalog tab near the top.

2. Click + Add (located about halfway down on the right).

3. Select the target catalog from the Catalog drop-down.

4. Set the Category drop-down to the desired category (or select Any and search by product name keyword).

5. Check the box next to the product you wish to add.

6. Click Save Changes at the bottom of the screen.

Note: If the product is not available to add, it may already exist in your location's catalog. To check:

1. Go to Administration > Catalog tab.

2. Filter by Category or select (Any) and search by keyword.

3. Click the green Apply Filter button on the top right.

• Listed in Black: The product is active and ready to add to a work order template.

• Listed in Red: Click Edit on the right, select Active, and click Save Changes.

If the item is neither listed nor available to add, contact Supplyit support for assistance.

Adding the Product to Your Work Order Template

1. In the left menu, click Orders and select the Templates tab near the top.

2. Choose Work.

3. Click Edit to the right of the template you want to update.

4. Click + Add above the product list.

5. Select the check box for each product you want to add.

6. Click Select Products.

7. Enter the daily order quantities (Sunday through Saturday).

8. Click Save Changes.

Note: Products added to a template will not automatically appear on open orders that have already been generated. Use the Apply to Open Orders link near the top right of the screen to push changes to existing orders. Refer to Applying Template Changes to Open Orders for step-by-step instructions.