Updated: 17.02.2023

This chapter describes how to link an item template to a service item category. The link allows you to create an item via an item template which is linked with the service item category by using the Add Service Item function (in the linked sections).

Purchasing Sales
Add Service Items to Purchase Quotes Add Service Items to Sales Quotes
Add Service Items to Purchase Orders Add Service Items to Sales Orders
Add Service Items to Purchase Invoices Add Service Item to Sales Invoices

To link an item template to a service item category, proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Service Item Categories.
  • The page Service Item Categories is displayed. The table displays all service item categories and associated subcategories saved in the system.
  • in the Item Template column, enter the item template that you would like to link for the applicable service item category or service item subcategory.

Link an item template to a category

  • You have linked an item template to a category or subcategory.

This item template is automatically selected when you add a service item to one of the documents mentioned above via the Add Service Item function. However, please make sure that there is no item in the system which fits the combination of Manufacturer, Category, Subcategory and Model.