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    • Jo
      last edited by Jo

      What are code templates?

      When you initially set up your database you can choose a default code list based on your business type e.g. Sheep and Beef or Dairy.

      Your business may change and diversify over time so you can add codes from a pre-existing template. For example, you may introduce cash cropping to your business, rather than entering each new code, import the Crop template and then only add extra codes if you need them.

      Set up codes from a template

      From the transaction screen click on Setup - Codes this will bring up the Setup Codes box:

      0_1469329738048_Screen Shot 2016-07-24 at 3.08.44 PM.png

      1. Click on Tools - Load.
      2. Select the template you want to load the codes from.

      Want to know more?

      Create a new code
      Edit, delete or make codes inactive
      Stock, crop and dairy codes
      Enterprise codes

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