Plan Templates

The Plan Templates tab lists reusable retail-plan setups. Each row shows a template name, description, and actions to create a plan from the template, edit it, or delete it.

Use a template when several plans should start with the same reusable setup. A plan created from it is a separate record. Later changes to the template do not synchronize to plans that already use it.

Manage plan templates explains the row actions and their consequences.

In this section

• Manage plan templates