Document Templates

You can use Document Templates to display information about transactions or cartons. Multiple defaults are provided, but you are welcome to create your own or request a custom template from the support team for a fee. The Document Templates are HTML and in WYSIWYG (What You See Is What You Get) format.

By default, the following can be found in Document Templates:
 

Adding document templates

1. Click Add to start creating a document template.
2. Enter the name of the template.
3. Select the document type:
   • Cartons – Used on Order details.
   • Transactions – Used in Shipping details.
4. After you have selected a document type, the system will proceed into the template area where you can customize the following sections:
   • Sort By – The sorting method for the orders.
   • Page Styles – Provide the styles for the document template using CSS (Cascading Style Sheet). For more information about CSS, you can visit this article about CSS.
   • Header – The information displayed at the top of the page:
     • Content – The header information of the order. For example, Doc Number, Client, and Location.
     • Filter (optional) – Select a filter to not include orders unless they meet certain criteria.
   • Lines – Information related to products on an order.
     • Include – Click to check if you want to include the Lines section in the template.
     • Header – The Lines header row, provides the column headers. This must start with a table and must not have anything outside the table. For example, Part, Part Description, QTY.
     • Content – The Lines content row provides a table and must not have anything outside of the table. For example, Part, Part Description, QTY.
     • Filter (optional) – Select a filter to not include lines unless they meet a certain criterion.
   • Line Details – This section is used to include SN (Serial Number) or LN (Lot Number) and QTY information for each line (or if included, for each pre-line). This section is skipped if the part is either serialized not lotted or has neither been picked nor received.
     • Include – Click to check if you want to include the Footer section in the template.
     • Content – Provide the  content of the footer.
   • Click Show Advanced Options to show other document template options:
     • Disable the document.
     • Page size (default is letter) of the document.
     • Orientation (default is portrait)
     • Margin (default is 15) on the left side of the document.
     • Margin (Default is 15) on the top of the document.
     • Margin (Default is 15) on the right side of the document.
     • Margin (Default is 15) on the bottom of the document.
     • Fit content to page size.
5. Once done with the new document template's settings, click Save.