Understanding Main Component Templates
With main component templates you can group a main component with related other components so they always appear together on quotations. When you select a main component that has a template configured, you can automatically add all associated accessories with a single click instead of manually selecting each component individually.
Key Benefits and Value Proposition
Main component templates deliver significant efficiency gains:
Reduced Manual Work: Eliminate repetitive clicking by bundling frequently paired components
Technical Consistency: Ensure proper accessories are always included with compatible main components
Modular Quotation Building: Create flexible, standardized modules for different customer scenarios
Error Prevention: Reduce risk of forgetting essential accessories in customer quotations
Prerequisites and Access Requirements
Before creating main component templates, ensure you have the necessary permissions and setup:
User Permissions: Administrator permissions
License Requirements: Full License (Partner License has limited template access)
Required Setup: Component library must be configured with main components and other components
Navigation Access:Library > Main Component Templates
Creating Main Component Templates
Step 1: Access Template Management
Navigate to Library in the main menu
Click on Main Component Templates
Click Create a new main component template in the toolbar
Step 2: Configure Basic Template Settings
In the modal dialog, select the technology from the dropdown menu
Enter a descriptive Main component template name that clearly identifies the bundled components
Click Add to create the template structure
Step 3: Add Related Components
In the template details view, you'll see the main component section and other components section
Select the main component you want to create the template around
Click Add Component in the other components section
Select each related other component that should automatically appear with the main component
Configure quantities and relationships for each other component
Step 4: Save and Activate Template
Review all configured components and their relationships
Save the template configuration
The template is now available for use in projects when the associated main component is selected
Important: Pricing Configuration
Key Point: Main component templates only control which components are bundled together and their quantities. All pricing, margins, and price dependencies must be configured directly in the individual components within your library (https://intercom-help.eu/eturnity/en/articles/755827-how-to-set-component-pricing)
💡 Remember: Before creating templates, ensure all components have their prices and pricing rules properly configured in Library > Components. Templates inherit pricing from the individual components - they cannot set or modify prices themselves.
The template only defines:
Which components are automatically added together
How many units of each component to include
Whether quantities should multiply with the main component
Using Main Component Templates in Projects
Applying Templates During Project Creation
Once templates are configured, using them in projects is straightforward:
Create or open a project in Eturnity Expert
Navigate to the bill of materials or component selection area
Select the main component that has a template configured
Look for the Apply Template or template option when adding the component
Click to apply the template - all related other components are automatically added
This automation eliminates the need to manually search for and add each accessory component individually.
Common Use Cases and Examples
Battery Storage with Installation Services
For battery systems that always require specific installation services:
Main Component: Battery Storage Example
Other Components: Installation Service, Setup Service, Commissioning
Benefit: Ensures all necessary services are included in customer quotations
Heating Projects: System with Accessories
For heating systems requiring standard accessories and services:
Main Component: Heating System (e.g., Windhager BioWIN2 012)
Other Components: Installation Heating, Accessories Storage
Benefit: Complete heating solution automatically configured for accurate pricing
Best Practices and Tips
Template Naming Conventions
Use clear, descriptive names that indicate both the main component and key accessories:
Battery 10kWh + Installation ServicesHeat Pump + Standard Accessories
Maintenance and Updates
Regularly review and update templates to ensure they reflect current product offerings and pricing:
Update component selections when new products become available
Review pricing relationships and margins
Adjust templates based on sales team feedback and customer requirements