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Applying a Vehicle Description Template to a Vehicle Record

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As part of the Inventory Management product, you can easily create and apply vehicle description templates. These templates will help you efficiently market your vehicles online by easily attaching detailed, attention-grabbing descriptions without having to type a new description for each vehicle in your inventory.

Vehicle Description Templates can be created in the Vehicle section of the Setup application. Those templates can be applied to the vehicle record's Overview page as-is or modified on a vehicle-by-vehicle basis. If you believe the edited template will be useful in the future, you can save the edited template as a new template right from the vehicle record. 

To apply a vehicle description template, follow these steps:

Step 1. Search for and open the vehicle to which you want to add the description template. 

Step 2. While on the Overview page of the vehicle record, scroll to the Details card.

Step 3. To the right of the Vehicle Description/Comments field's label, click the Load Templates button. 


Step 4. The Vehicle Description pop-up will open. If a default template has been set, it will auto-populate the Description field, and the template name will display in the Select Template field. 


To choose a different template, click the Select Template field. Select the appropriate template from the menu that opens.  


Step 5. Once the template has been selected, you can choose to apply the template as-is or edit the text in the Description field. To edit the description, click in the Description field and make any necessary changes.

Step 6. If you didn't edit the description or if the edits you make are specific to the vehicle record in which you're working and won't be useful in other vehicle records, click Save to Vehicle to apply the description to the vehicle record. Any modifications you made to the vehicle description will apply only to this vehicle and will not alter the template you selected.

If you edited the description template and feel it will be useful for other vehicles in your inventory, select Save As New Template. The Save as New Template pop-up will open.


Step 7. Type a name for the new template in the Template Name field. 

Step 8. Click Save as New Template. That template will now appear in the Select Template menu when adding vehicle descriptions to other vehicle records. 

Step 9. The Vehicle Description/Comments field on the Overview page will now display the template you applied with any modifications you made. 


Click Save at the lower-right corner of the screen to save the changes to the vehicle record. 


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