PTS Documentation

Using Pre-Print Template


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Using the navigation toolbar select 'Product Information' then ‘Templates’ to access.

 (info) 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
 


  1. Essential Pre-Print ––Template

  2. Pro Pre-Print Template

  3. General Pre-Print Template



1. Essential Pre-Print Template



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


PTS IDMfg PartOverall LengthHose Part #Hose Length
Fitting 1 Part #Component 3 Part #Component 4 Part #Component 5 Part #Sleeve or Guard Length
Customer Part #Custom Tag Data Line 1Custom Tag Data Line 2Custom Tag Data Line 3Hose Quality Control Code




2. Pro Pre-Print Template (Hose Products)


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


(info) Additional fields available with PTS Pro Template are listed in Orange.


PTS IDMfg. PartOverall LengthHose Part #Hose Length
Fitting 1 Part #Component 3 Part #Component 4 Part #Component 5 Part #Sleeve or Guard Length
Customer Part #Custom Tag Data Line 1Custom Tag Data Line 2Custom Tag Data Line 3Hose Quality Control
CommentCriticalityLocation 1Location 2Equipment
VIN/Serial #Application InletApplication OutletFitting 1 QC CodeFitting 2 QC Code


3. Pre-Print Template (General Products)
 

Using the drop down menu select the product from within the opened excel spreadsheet and edit the fields (listed below) requiring update.  Save the file to a known location on your PC.  


PTS IDParty TypePart #Serial #Customer Part #
Component Part # (Qty. 9)QC Code (Qty. 9)Custom Tag Data Line 1Custom Tag Data Line 2Custom Tag Data Line 3
CommentCriticalityLocation 1Location 2Equipment
VIN/Machine






Import Updates



Navigate to the 'Import' screen from the PTS toolbar.  Select the 'Pre-Print Template' radio dial, click 'Choose File' to locate the saved excel template then select 'Upload.' 


When a successful upload has completed a green message will appear confirming the changes.





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