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

^{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 Pre-Print ––Template
Pro Pre-Print Template
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 ID	Mfg Part	Overall Length	Hose 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 1	Custom Tag Data Line 2	Custom Tag Data Line 3	Hose 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.

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

PTS ID	Mfg. Part	Overall Length	Hose 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 1	Custom Tag Data Line 2	Custom Tag Data Line 3	Hose Quality Control
Comment	Criticality	Location 1	Location 2	Equipment
VIN/Serial #	Application Inlet	Application Outlet	Fitting 1 QC Code	Fitting 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 ID	Party Type	Part #	Serial #	Customer Part #
Component Part # (Qty. 9)	QC Code (Qty. 9)	Custom Tag Data Line 1	Custom Tag Data Line 2	Custom Tag Data Line 3
Comment	Criticality	Location 1	Location 2	Equipment
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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