---
title: "Shipments templates"
canonical: "https://ingrid-support.refined.site/space/KB/11469053/Shipments%20templates"
format: markdown
---
Templates enable handling of a manual booking flow in a secure and fast way. Templates hold settings that are reusable for creating and booking shipments.

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### What is a template

A template consist of all fields that are needed in order to process a booking flow for a shipment. The fields that are filled in the template will be automatically pre-filled when the template is used for booking. This way user saves time in a manual booking flow by not having to set the same sender address, carrier product or carrier customer number for each unique booking. Instead user can setup a range of templates that will improve the workflow speed.

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### Template fields

**Template details:**

**Template name: **Sets the name of the template for listing in other views in Merchant Platform

**User tags:** The template can be shared with users with the same <u>[user tag.](https://ingrid.slite.com/app/notes/jTPyaqVmFr)</u>

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<u>**Addresses:**</u>

**Customer Address: **The template could hold a static Customer Address

**Sender Address: **The template could hold a static Sender Address

**Delivery Address: **The template could hold a static Delivery Address

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<u>**Contents**</u>

The template could hold static line items on the cart where all below cart item information could be set.

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<u>**Consignment details**</u>

The template can hold the consignment details

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<u>**Shipping option**</u>

The template typically holds the Shipping option used for the template where Shipment Type, Carrier Product etc. are specified.

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<u>**Shipment metadata**</u>

Customer number and Carrier product add-ons can also be set for the template after selecting the carrier product in Shipping options section.

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<u>**Extra information**</u>

Finally a template could be holding Notes and files.

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### Using a template for booking

1. Create a template
2. Go to the Shipments page
3. Press Create in the top right corner to create a new shipment manually
4. In the Templates listing select a template that you want to apply

![image]()