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Using the navigation toolbar select 'Support', navigate to 'Downloads' then ‘Templates’ and select the excel icon for ‘General Kit 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.}

General Kit Template

Users are required to select ‘Enable Editing’ from the header of the excel file to proceed with making changes. The first lines of information are for reference only and can be deleted.

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	Product 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	Comments	Criticality	Location 1	Location 2
Equipment	Vin/Machine

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). Qty of 1 indicates one record/label will be generated. Qty of 6 indicates six records/labels will be generated.
Using the drop down arrow in column C to select the type of product.
Users may add specific or generic details into any of the columns to aid in search results.
The Excel document is open. To prevent potential upload errors, it is a recommended best practice to not make any changes to column order or header names.

Once complete, save the file to the desired location.

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.
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 below, and repeat Step 6

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