Kit Template Builder
Creating and Managing Templates with KIT
Fairmarkit's AI sourcing assistant, KIT, makes creating sourcing templates effortless—just describe what you need, and KIT takes care of the rest.
KIT helps you capture the right structure, fields, and logic—all in a conversational, intuitive way.
To use the KIT Template Builder, you need admin rights. Go to Administration > Templates.
Step 1: Tell KIT What You Need
Start by describing the purpose of your sourcing template. You don’t need every detail upfront—just share what you know, and KIT will prompt you for the rest.
For example:
“I need a template for software license renewals that includes preferred suppliers, renewal terms, and compliance documentation.”
KIT will then:
Refine your intent: Ask clarifying questions if needed.
Identify relevant fields: Based on your input and existing templates.
Suggest formatting and structure: Including field types and supplier visibility rules.
Step 2: Review, Edit & Finalize Your Template
KIT will generate a draft template with structured fields and logic.
You can review the fields and make changes:
Add or remove fields by chatting with KIT.
Change field types (e.g., dropdown, date, numeric).
Apply visibility and required rules (e.g., internal vs. supplier-facing).
KIT Smart Configuration
KIT automatically understands the context of your schema and provides intelligent recommendations without manual setup. Simply communicate your desired changes to KIT. For instance:
"Make the budget field mandatory."
"Convert the lead time from a calendar to a dropdown menu with the following options: 10 days, 30 days, 60 days."
Supported Field Data Types
KIT currently supports the following field types:
Text: Used for simple, short text entries.
Number: Ideal for numeric data, allowing for integer or floating-point values.
Date/Time: Facilitates the selection or entry of date and time, supporting various formats.
Boolean: Represents true or false values, often implemented as checkboxes or toggle switches.
Choice: Offers a selection from predefined options, either as a dropdown menu or radio buttons.
Array: Allows for a collection of items, supporting dynamic addition or removal of elements.
File: Permits file uploads, supporting a variety of file types and sizes.
Utilizing Hard-Coded Values in the Kit Template Builder
The Kit template builder provides the option to hard code certain values, ensuring they are pre-filled and consistent in every sourcing event. These can be applied to various elements:
Categories: Use hard-coded values for template categories.
Header Fields: Pre-fill header fields with fixed values.
Line Items: Add items like tax lines.
Suppliers and Groups: Assign specific suppliers or groups.
Default Documents: Set consistent default documents for use.
By hard coding these elements, you simplify repetitive tasks and maintain uniformity across sourcing events.
Step 3: Save to Template library
Once you're satisfied:
Give your template a descriptive name (e.g., "IT Hardware RFQ – Standard").
Save it. Templates are saved to your workspace for future use.
Easily edit templates later using KIT.
Advanced Editing (via KIT)
Need to update a template? You can continue chatting with KIT to:
Add/Remove fields
Change data types
Adjust supplier visibility
Set default values or guidance text
Versioning
Version Control
In KIT Templates, version control is streamlined to manage template revisions effectively. Only one Published Version is active per template, applied to new sourcing events and marked “Published” in the template list.
Users can also maintain a concurrent Draft Version, with changes saved until published.
The Template Builder features a Version Dropdown to view and inspect all historical versions. Users can select a previous version to view in read-only mode and restore it as a new draft, incrementing the version number and logging the action. Publishing a draft promotes it as the active version, archiving the prior one and applying the update across all events and workflows.
Why Use KIT Templates?
Accelerate sourcing with ready-to-use, intelligent forms
Ensure compliance with procurement policy
Adapt on the fly using conversational edits
Reuse best practices across categories and teams
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