Items templates
How to create Items templates
Item templates help you save time and ensure consistency by allowing you to predefine the structure of your item lists for future RFQs or sourcing events.
Here’s how you can quickly create and customize your own item templates:
There are some simple steps to creating items templates:
1️⃣ Access Item Templates:
Follow these steps to get started:
1. Go to Account Settings from the top menu
2. Go to the “Templates” section and select “Items templates”
3. Items template page appears.
You’ll be taken to the Item Templates page where all your existing templates are listed.
4. Click the “add template” button where you can choose RFQ or Auction template.
2️⃣ Add a New Template
Click the “Add template” button to create a new one.
In the new template page, you’ll see:
- Add a Template Name (required)
- Add a short Description
- Select a Type (e.g. RFQ/ Auction)
- Toggle whether the template is Active or set it as Default for future use
📝 Tip: Only one template can be set as the default at a time.
3️⃣ Customize Columns for the Template
In this step, you can personalize your item template by selecting the fields that will appear in your Items grid.
You’ll see two panels:
- Available fields (on the left): These are predefined fields you can choose from.
- Selected columns (on the right): This displays the columns that will be included in your template.
📌 To add a column:
Check the box next to the field you want to include. It will instantly move to the “Selected columns” section.
Each selected column allows further customization:
| Column Settings | Description |
|---|---|
| Buyer can edit | Allows the buyer to input or change the value |
| Show to supplier | Makes the column visible to suppliers during the event |
| Supplier can edit | Enables suppliers to provide input in that field |
| Mandatory | Marks the column as required before submission |
| Show in compare | Includes the field in the “Compare Responses” page |
| Buyer edit in compare | Allows the buyer to modify values directly in the comparison view |
➕ Need a custom field?
Click “+ add new column” at the bottom of the Available fields list to define a completely new column from scratch.
You’ll be able to set its name, type, and visibility options.
💡 This flexibility allows you to tailor every event exactly to your sourcing needs.
4️⃣ Use the Template in an Event
Once you’ve created your item template, you can easily apply it in any new sourcing event to save time and ensure consistency across your projects.
Follow these simple steps:
✅ Step 1: Create a New Event
Start by setting up your RFQ or sourcing event as usual:
- Create a new event
- In the main page, choose Event section
✅ Step 2: Add a Section
Go to the Event tab and click the “+ add section” button at the bottom of the screen.
A window will pop up prompting you to select a Section Type:
Choose “Price sheets” to start defining the list of items for this event.
✅ Step 3: Apply Your Template
Once your section (e.g., “Section 1”) is created:
In the dropdown, select “Change template”.
Click the gear icon ⚙️ in the top-right of the grid.
This will allow you to apply any of your existing Item Templates to the section. All predefined columns will load automatically, ready to be filled in.
💡 You can still make edits or adjustments if needed by selecting “Edit columns” from the same menu.
Need Help?
📩 Contact us at support@prokuria.com – We’re here to assist you!