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Using the navigation toolbar select 'Support', navigate to 'Downloads' then ‘Templates’ and select the excel icon for either the 'Essential' or 'Pro' Template

^{The Pro template is a function of PTS Pro, a subscription based function of PTS; please contact your PTS representative to learn more about the powerful features of PTS Pro.}

Options

Essential Template
Pro Template

Essential Template

From the opened excel spreadsheet edit the fields (listed below) requiring update and save the file to a known location on your PC.

Qty.	Kit Item/Part Description	Assembly	OAL	Offset Angle
Hose Part #	Hose Length	Fitting Part #1	Fitting Part #2	Component 3 Part #
Component 4 Part #	Component 5 Part #	Sleeve or Guard Part #	Sleeve or Guard Length	Customer Part #
Custom Tag Data Line 1	Custom Tag Data Line 2	Custom Tag Data Line 3	Hose Quality Control Code

Pro Template

From the opened excel spreadsheet edit the fields (listed below) requiring update and save the file to a known location on your PC.

Fields that are available for customers subscribed to PRO are in Orange

Qty.	Kit Item/Part Description	Assembly	OAL	Offset Angle
Hose Part #	Hose Length	Fitting Part #1	Fitting Part #2	Component 3 Part #
Component 4 Part #	Component 5 Part #	Sleeve or Guard Part #	Sleeve or Guard Length	Customer Part # (Alternate Part #)
Custom Tag Data Line 1	Custom Tag Data Line 2	Custom Tag Data Line 3	Hose Quality Control Code	Comment
Criticality	Location 1	Location 2	Equipment	VIN/Serial #
Application Inlet	Fitting 1 QC Code	Fitting 2 QC Code

1: Excel

Open the Excel file and enter information about each hose assembly within the kit.

Note the following:

Each row represents a separate assembly.
A value must be entered in the column titled ‘QTY’ (quantity).
The Excel file is locked from editing column headers and order to prevent potential upload errors.

Once complete, save the file to the desired location.

REQUIREMENTS

Column names beginning with “Custom Part #/Alternate Part #” or “Custom Tag Data” will appear on the label when using the standard PTS label format. This does not apply to templates used with pre-printed tags or custom label formats.

The Excel file is locked from editing column headers and order to prevent potential upload errors.

2: Search Kit ID

Click the ‘Search/Create Kit ID’ link in the PTS Essential navigation toolbar.

3: Create Kit

Specify a ‘Kit Code’, ‘Kit Description’, and a ‘Customer Number’ in the spaces provided
Click icon to create a new PTS kit.

3. Once complete, click to upload the PTS kit file

4: Upload Kit

Click ‘Browse...’

Select the kit file that was previously saved.

Click ‘Upload’

5: Printing Kits

Click to print tags for the entire kit.

Select the check boxe(s) to the far left then click to print specific tags.

Click to download the kit as an Excel file.

Choose the red to delete items from the list.

Enter an existing PTS ID and click to add additional assemblies to an existing kit.

6: Using Past Kits ^_(optional)

Kits that are created once are automatically saved for later use. In order to reproduce a past kit, click ‘Search/Create Kit ID’ from the PTS Essential navigation toolbar, click the icon, and repeat Step 5

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