Creating Templates

A template is your recipe, formula, or assembly instructions. It defines what you're making, what ingredients or materials go into it, and how much of each you need. Once set up, you can use it over and over to schedule production.

How to Get There

Go to Make > Templates in the sidebar.

Creating a New Template

Click + New Template.
Enter the template name — What you're making (e.g., "Honey Mustard," "Gift Basket," "Steel Widget").
Add ingredients — The items that go into this product. For each ingredient:
- Select the item from your inventory
- Enter the quantity needed
- Choose the unit
Set the output — What the template produces. This is typically a sell item or inventory item.
Save the template.

Editing a Template

Click on any template to open its detail view. From there you can:

Rename the template — Click the name to edit it
Add or remove ingredients — Update what goes into the product
Change quantities — Adjust how much of each ingredient is needed
Update the output — Change what the template produces

Changes save automatically.

Viewing Your Templates

The templates page shows your templates in a list. Use the status filter in the Display Panel (gear icon) to switch between views:

Active (default) — Templates currently in use
Inactive — Templates you've set aside
All — Everything in one list

Each template shows:

Template name
Ingredients count — How many different items go into it
Gap indicators — Whether you have enough ingredients in stock (see Template Gap Alerts)

Managing Template Status

You can mark templates as inactive when you're no longer using them, and reactivate them later.

Marking a Template Inactive

Find the template in the list.
Click the three-dot menu (overflow icon) on the row.
Select Mark Inactive.
Confirm in the dialog.

The template moves to the Inactive view and no longer appears in the default Active list.

Reactivating a Template

Switch to the Inactive or All view using the Display Panel.
Click the three-dot menu on the inactive template.
Select Mark Active.
Confirm in the dialog.

The template returns to the Active list and is available for work orders again.

Template Types

When creating a template, you'll choose between two types:

Finished Good — A product you sell to customers. The output is a sell item.
Building Block — An intermediate product used as an ingredient in other templates (e.g., a sauce, dough, or sub-assembly). See Building Blocks and Sub-Assemblies for details.

Real-World Examples

Not sure how to translate what you make into a template? These scenarios show the thought process, not just the clicks.

Hot Coffee at a Farmers Market

What you're making: Hot coffee served in a cup
Output: "Hot Coffee" (sell item, unit: each)
Inputs: Ground coffee (0.5 oz per cup), paper cup (1), lid (1), sleeve (1)

The coffee, cups, lids, and sleeves are all separate buy items. The template ties them together so Peasy tracks everything you use per cup sold. When you complete a work order for 50 hot coffees, Peasy deducts 25 oz of ground coffee, 50 cups, 50 lids, and 50 sleeves — all automatically.

Samples from a Larger Bag

What you're making: 4oz sample bags from a bulk 5lb bag of coffee
Output: "4oz Sample Bag" (sell item, unit: each, yield: 20 per batch)
Inputs: 5lb coffee bag (1), sample bags (20), sample labels (20)

Use fractional quantities when your input doesn't divide evenly. If 1 bag = 5 lbs and each sample is 4 oz (0.25 lbs), you get 20 samples per bag. Peasy handles the conversion math if your inventory unit is pounds.

Assembled Gift Box

What you're making: A gift box containing multiple products
Output: "Holiday Gift Box" (sell item, unit: each)
Inputs: 8oz honey jar (1), 4oz candle (1), tea sampler (1), gift box (1), tissue paper (2 sheets), ribbon (1)

This is what people often call a "bundle" — but in Peasy, it's a template. The template tracks every component so you know when you're running low on any item. Don't confuse this with selling items individually alongside each other — a template means Peasy manages the assembly.

Food Product with Packaging

What you're making: Bottled hot sauce
Output: "Hot Sauce 8oz" (sell item, unit: each)
Inputs: Hot sauce base (8 oz), glass bottle (1), cap (1), label (1), shrink wrap band (1)

If the sauce itself is made from raw ingredients (peppers, vinegar, garlic, salt), create the sauce as a building block template first, then use it as an input here. Peasy tracks both stages: making the sauce and bottling it. See Building Blocks and Sub-Assemblies for details.

Common Questions

Can I nest one template inside another? Yes — that's what Building Block templates are for. Create a Building Block for your sub-recipe, then use it as an input in your main Finished Good template. When you run a work order, Peasy deducts the raw ingredients all the way down.

What happens if I change a template after creating work orders from it? Existing work orders keep the recipe they were created with. Only new work orders pick up the updated template. This means you can safely tweak recipes without affecting production that's already in progress.

Can I scale a template to different batch sizes? Yes. When creating a work order from a template, you set the batch quantity. Peasy multiplies all ingredient quantities proportionally. If your template makes 10 jars of sauce and you enter 50, all inputs scale by 5x.

What if I need to substitute an ingredient? If the substitution is permanent, update the template so future work orders use the right input. If it's just for one batch, keep the template as-is and note the substitution on the work order so your team follows the correct process.

Good to Know

Templates are reusable — create once, produce many times via work orders.
Ingredients must already exist as items in Peasy. Add your raw materials as buy items first.
You can create templates for anything — food recipes, product assemblies, kits, bundles, or any multi-ingredient product.
"Bundle" = template in Peasy. If you assemble multiple items into one product you sell — a gift box, a kit, hot coffee with cups and lids — create a finished good template with all the components as inputs.
Marking a template inactive doesn't delete it — you can reactivate it anytime from the Inactive or All view.
A guided tour is available to walk you through template creation. Access it from the help button or the Getting Started checklist.

Building Blocks and Sub-Assemblies — Create intermediate products for multi-stage production
Managing Work Orders — Use your templates to schedule production
Template Gap Alerts — Know when you're short on ingredients
Making Overview — How the Make section works