Creating storage item templates

Storage item templates can be created for storage units, levels, and containers.

About this task

These templates can be selected when adding storage items to LDMS to save time.

Procedure

  1. Hover the mouse pointer over Storage from the LDMS menu bar, and then click either Storage unit templates, Level templates, or Container templates, depending on the type of template you want to create.
  2. Enter a name for the template into the Name box.
    This is the name for the template as it will appear when creating new storage items.
  3. (For storage units only) Select the type of storage unit from the Type box and the temperature from the Temperature box.
  4. Enter the number of rows and columns for storage items based on this template into the Number of rows and Number of columns boxes.
    This represents the size and capacity of new storage items based on this template in terms of the number of levels or containers that it can hold. For example, if you are creating a shelf that can hold 5 boxes side-by-side, you might have 5 columns and 1 rows.
  5. Select or deselect the Positions only option as desired.
    If the positions only option is selected, each item in storage items based on this template will be identified by a number. If it is not selected, each storage item will be identified by its coordinates.
  6. (If Positions only is not selected) Define how levels or containers in storage items based on this template should be identified.
    1. Select either Row/Column or Column/Row from the Coordinate order box.
      If Row/Column is selected, each level or container position will be identified in the format (row,column)
    2. Select how columns and rows are to be labeled from the Column labeling and Row labeling boxes.
      To use letters to identify rows or columns, select Alphabetic; to use numbers, select numeric.
  7. Select the fill order for storage items based on this template from the Fill order box.
    Fill order can be used when adding a new level or container to storage items based on this template. While you must specify a fill order, you can override it when add storage items.
  8. Optional: Select a position(s) in storage items based on this template to be excluded from the Excluded positions box.
    Excluded positions are used to help identify the orientation of the container (meaning which side is the front and which is the back).
  9. Review the Preview for storage items based on this template.
  10. Optional: (For storage units only) Add default levels for new storage units based on this template.
    1. Click the Add level button.
      The Add Level window will open.
    2. Select a template from the Saved Templates box.
      The information for the template will be displayed, however you will not be able to modify it.
    3. Specify how many levels to add in the Number to add box.
    4. Click the Continue button.
      The Select Position for Level page will open.
    5. Select a position for the first storage item you are adding from either the Position box or on the Preview.
      If you are adding more than one item, you can select the Auto-fill all from selected position. This option will place the remaining storage items based on the fill order of the storage item containing it. If you do not select this option, you will be prompted to manually position each storage item.
    6. Click the Continue button.
      The storage item(s) will now appear in the Default Levels list.
    You can add sub-levels and containers to the default levels that you’ve added as needed.
  11. Click the Save template button.