# Line Item Templates

Line item property templates save bundles of products with their properties, letting you add multiple configured items to a draft order with a single click.

### What are line item property templates?

A line item property template is a saved collection of:

* Product SKUs
* Quantities for each product
* Line item properties for each product

When you apply a template, all items are added to the draft order at once with properties already configured.

\[Screenshot: Line item template with multiple products and properties]

### Creating line item templates

#### Access template management

1. Open Draft Order Magic
2. Click **Line item templates** (or **Templates**) in the navigation
3. Click **Create template**

\[Screenshot: Template management page]

#### Build your template

1. **Name your template** - Use a clear, descriptive name
2. **Add line items** - Search and add products
3. **Set quantities** - Specify default quantity for each item
4. **Add properties** - Configure line item properties for each product
5. **Save template**

\[Video: Creating a line item template - 60 seconds]

### Template configuration options

#### Product selection

Add products to the template:

* Search by product name
* Search by SKU
* Add multiple products
* Remove products you don't want

#### Quantity defaults

Set quantity for each item:

* Fixed numbers (e.g., always 10)
* Variable placeholders (e.g., 1, user adjusts)
* Bulk quantities

{% hint style="success" %}
Set quantity to 1 if it varies per order. It's easier to change one number than to remember to add the product.
{% endhint %}

#### Line item properties

For each product in the template, add properties:

* **Key**: Property name (e.g., "Engraving")
* **Value**: Default value or placeholder (e.g., "\[Customer will provide]")

Properties can be:

* Pre-filled with common values
* Left as placeholders for customization
* Instructions for the person creating the order

### Common template examples

#### Example 1: Welcome kit

**Template name:** "New Customer Welcome Kit"

**Items:**

1. Welcome Guide (Qty: 1)
   * Property: Type → "Digital and printed"
2. Branded T-shirt (Qty: 1)
   * Property: Size → "\[Ask customer]"
   * Property: Color → "Navy"
3. Coffee Mug (Qty: 1)
4. Sticker Pack (Qty: 2)
   * Property: Design → "Logo mix"

**Use case:** Onboarding new customers

#### Example 2: Custom product with standard options

**Template name:** "Custom Plaque - Standard"

**Items:**

1. Custom Plaque - Base (Qty: 1)
   * Property: Size → "\[8x10 / 11x14 / 16x20]"
   * Property: Material → "Wood"
   * Property: Finish → "Walnut stain"
   * Property: Engraving Line 1 → "\[To be provided]"
   * Property: Engraving Line 2 → "\[To be provided]"
   * Property: Engraving Line 3 → "\[Optional]"

**Use case:** Custom product orders with repeating customization fields

#### Example 3: Service package

**Template name:** "Website Maintenance - Gold Tier"

**Items:**

1. Monthly Maintenance Hours (Qty: 20)
   * Property: Package → "Gold"
2. Security Monitoring (Qty: 1)
   * Property: Level → "24/7"
3. Content Updates (Qty: 10)
   * Property: Type → "Included in package"
4. Backup Service (Qty: 1)
   * Property: Frequency → "Daily"

**Use case:** Service-based businesses with tiered packages

#### Example 4: Wholesale reorder for specific customer

**Template name:** "ACME Corp - Monthly Reorder"

**Items:**

1. Widget A - Blue (Qty: 50)
2. Widget A - Red (Qty: 30)
3. Widget B - Small (Qty: 100)
4. Widget B - Medium (Qty: 75)
5. Widget B - Large (Qty: 50)
6. Widget C (Qty: 25)

**Use case:** Recurring B2B customer orders

#### Example 5: Gift set with personalization

**Template name:** "Corporate Gift Set"

**Items:**

1. Leather Portfolio (Qty: 1)
   * Property: Embossing → "\[Recipient name]"
   * Property: Gift wrap → "Executive black box"
2. Premium Pen (Qty: 1)
   * Property: Engraving → "\[Recipient initials]"
3. Journal (Qty: 1)
   * Property: Embossing → "\[Company logo]"
4. Gift Card (Qty: 1)
   * Property: Message → "\[Custom message]"

**Use case:** Corporate gifting with personalization

### Using line item templates

#### Apply a template to a draft order

1. Create or open a draft order in the editor
2. In the line items section, click **Apply template**
3. Select your template from the dropdown
4. All items from the template are added to the draft order
5. Edit quantities, prices, or properties as needed
6. Add additional items if necessary
7. Save the draft order

\[Video: Applying a template to a draft order - 20 seconds]

#### Customize after applying

After applying a template, you can:

* Change quantities
* Remove items you don't need this time
* Add items not in the template
* Modify line item properties
* Change pricing
* Reorder items

{% hint style="info" %}
Templates are copied when applied, not linked. Changes to the draft order don't affect the template, and editing the template doesn't change existing orders.
{% endhint %}

### Managing templates

#### Edit a template

1. Go to **Line item templates**
2. Click on the template you want to edit
3. Modify products, quantities, or properties
4. Save changes

{% hint style="warning" %}
Editing a template only affects future uses. Draft orders where you've already applied the template keep their original values.
{% endhint %}

#### Duplicate a template

To create a variation:

1. Find the template to duplicate
2. Click **Duplicate** or **Copy**
3. A copy is created with "(Copy)" in the name
4. Edit the copy to make your variation
5. Rename it appropriately

#### Delete a template

1. Go to **Line item templates**
2. Find the template to delete
3. Click **Delete** or trash icon
4. Confirm deletion

{% hint style="warning" %}
Deleted templates cannot be recovered. Make sure you don't need it anymore before deleting.
{% endhint %}

### Best practices

#### Template naming

Use descriptive names that indicate:

* What's in the template
* When to use it
* Who it's for (if customer-specific)

Good names:

* "Standard Welcome Kit"
* "Premium Service Package"
* "ACME Corp - Monthly Reorder"
* "Custom Mug - Options Template"
* "Holiday Gift Set 2026"

Poor names:

* "Template 1"
* "Stuff"
* "Products"

#### Property placeholders

For variable fields, use clear placeholders:

✅ **Good placeholders:**

* "\[Customer will provide]"
* "\[8x10 / 11x14 / 16x20]" (options)
* "\[Ask customer for size]" (instruction)
* "\[Optional - leave blank if not needed]"

❌ **Poor placeholders:**

* "TBD"
* "???"
* "xxx"

#### Organizing templates

If you have many templates, use naming prefixes:

* **By customer**: "ACME - ", "CustomerXYZ - "
* **By category**: "Service - ", "Product - ", "Gift - "
* **By season**: "2026 Summer - ", "Holiday - "

**Examples:**

* "ACME - Monthly Reorder"
* "Service - Gold Package"
* "Gift - Corporate Set"
* "2026 Summer - Promo Bundle"

#### Regular maintenance

Review templates quarterly:

* Remove templates for discontinued products
* Update quantities based on new norms
* Add newly released products
* Archive old seasonal templates

### Advanced uses

#### Multiple templates per order

You can apply multiple templates to one draft order:

1. Apply first template (e.g., "Standard Kit")
2. Apply second template (e.g., "Add-on Services")
3. Both sets of items are added
4. Adjust as needed

This works well for modular offerings.

#### Version control

Maintain template versions for price changes:

* "Service Package - 2026 Pricing"
* "Service Package - 2025 Pricing"

Keep old versions for reference or grandfather pricing.

#### Customer-specific variations

Create templates for each customer's unique needs:

* "CustomerA - Standard Order"
* "CustomerA - Bulk Order"
* "CustomerA - Sample Order"

Saves time on recurring customer orders.

### Troubleshooting

#### Template won't save

* Check that all products still exist in your catalog
* Verify property keys and values aren't too long
* Ensure template has a name
* Try refreshing the page

#### Product missing when template applied

* Product may have been deleted from Shopify catalog
* Check if product is archived
* Verify SKU still exists
* Edit template to remove or replace the product

#### Properties not appearing

* Make sure you saved properties when creating template
* Check that property keys are valid
* Try recreating the property in the template
* Verify no special characters causing issues

#### Can't find my template

* Check that you're in "Line item templates" not "Attribute templates"
* Use search if available
* Verify template wasn't accidentally deleted
* Check if using the right store (if you manage multiple)

[More troubleshooting →](https://github.com/horselditty/draft-order-docs/blob/main/support/troubleshooting/README.md)

### What's next?

Save reusable order-level attribute sets Learn more about line item properties Master the full editor Alternative for bulk item adding


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