For the complete documentation index, see llms.txt. This page is also available as Markdown.

Plan Template Page

Open a saved plan template from Retail Library > Plan Templates to prepare the reusable information that a new retail plan can start with. This editor is nested under Retail Library because it edits one library template.

Autumn Market Weekend Template page with Details, Tasks, Recipes, and Insights tabs and reusable plan information on Details.

Use Details for the reusable template information and settings. Use Tasks for repeatable task setup. Use Recipes for products and recipe groups that belong in the template. Insights is a limited beta view of the template's current values.

A plan template is not an active retail plan. It does not have the plan-only Order or Build tabs. Creating a retail plan from the template copies its setup at that time.

In this section

Last updated

Was this helpful?