Work Order & Production Run Form Templates

Form templates let you save a configured Work Order or Production Run form and reload it instantly the next time you need the same setup. This eliminates repetitive data entry for recurring production workflows.

What a template saves

When you save a template, Luminous captures:

  • Header data — vendor (co-manufacturer), source and destination warehouses, completion trigger, and notes
  • Items — all SKU lines with quantities and BOM selections
  • Custom fields — any custom field values you have filled in
  • Extra costs — any additional cost lines configured on the form

Saving a template

  1. Fill in the fields you want to reuse.
  2. Click the arrow on the Save button (Create Run on Production Runs) and choose Save as New Template.
  3. In Save as Template, enter a Template Name and click Save Template. If the name already exists, you'll see a warning and the button changes to Save & Overwrite.

Loading a template

  1. Open a new Work Order or Production Run form.
  2. Choose a template from the Load from template dropdown at the top of the form. Pick No template to clear it.
  3. The form fields populate with the saved values. You can adjust any field before saving the record.

Managing templates

  • Overwrite — save again with the same name to update the template with the current form state.
  • Delete — To delete, open the template dropdown and click the trash icon next to the name, then confirm Delete.

Notes

  • Templates are scoped by form type: Work Order templates only appear on Work Order forms, and Production Run templates only appear on Production Run forms.
  • Template names are case-insensitive — "Weekly Run" and "weekly run" are treated as the same template.
  • Deleting a template does not affect any existing Work Orders or Production Runs that were created from it.