We provide a very convenient way to fully customize the looks of Documents (Goods Out/In, Invoices, Sales Quotes, Sales/Purchase Orders). To do so, navigate to the list of the Document Types in your account (Gear Icon > Document Types) and click on the Document Type description to open up a specific Document Type (for example the Goods Inbound & Purchase Invoice document).
Once the page loads, check to enable the Custom Header (or Custom Footer) and click edit to add your HTML code in the HTML tab or just plain text in the Design tab. For example, you may add your company's payments terms or similar instructions in the footer of the template.
You can find the HTML code of the preset header here:
xxxLOGOxxx xxxTRANS_DATExxx xxxTRANS_NAMExxx #xxxTRANS_NUMBERxxx xxxLABEL_WAREHOUSExxxxxxWARE_NAMExxx xxxLABEL_WAREHOUSE_ADDRESSxxxxxxWARE_ADDRESSxxx xxxLABEL_CUSTOM_DATE_1xxxxxxCUSTOM_DATE_1xxx xxxLABEL_CUSTOM_DATE_2xxxxxxCUSTOM_DATE_2xxx xxxLABEL_PAYMENT_TERMSxxxxxxPAYMENT_TERMSxxx xxxLABEL_COMPANY_NAMExxxxxxCOMPANY_NAMExxx xxxLABEL_COMPANY_ADDRESSxxxxxxCOMPANY_ADDRESSxxx xxxLABEL_COMPANY_CITYxxxxxxCOMPANY_CITYxxx xxxLABEL_COMPANY_ZIPxxxxxxCOMPANY_ZIPxxx xxxLABEL_COMPANY_COUNTRYxxxxxxCOMPANY_COUNTRYxxx xxxLABEL_COMPANY_TELxxxxxxCOMPANY_TELxxx xxxLABEL_COMPANY_TAXIDxxxxxxCOMPANY_TAXIDxxx xxxLABEL_CUSTOMER_NAMExxxxxxCUSTOMER_NAMExxx xxxLABEL_CUSTOMER_ADDRESSxxxxxxCUSTOMER_ADDRESSxxx xxxLABEL_CUSTOMER_SHIP_ADDRESSxxxxxxCUSTOMER_SHIP_ADDRESSxxx xxxLABEL_CUSTOMER_TELxxxxxxCUSTOMER_TELxxx xxxLABEL_CUSTOMER_TEL2xxxxxxCUSTOMER_TEL2xxx xxxLABEL_CUSTOMER_EMAILxxxxxxRECIPEMAILxxx xxxLABEL_CUSTOMER_TAXIDxxxxxxCUSTOMER_TAXIDxxx xxxLABEL_CUSTOMER_COMMENTSxxxxxxCUSTOMER_COMMENTSxxx xxxLABEL_CONTACT_NAMExxxxxxCONTACT_NAMExxx
and the preset footer here.
xxxLABEL_TRANS_COMMENTSxxx: xxxTRANS_COMMENTSxxx xxxLABEL_TRANS_SHIPPROVIDERxxx xxxTRANS_SHIPPROVIDERxxx
You simply need to paste these in the HTML section of the editor and then make changes either in the HTML source or the text editor. Make sure you click the red X to close the window and to click on Update to save your changes.
You may also add some specific text identifiers which will be replaced by the system. These text strings (xxxSOMESTRINGxxx) are replaced as follows:
- xxxLOGOxxx - Replaced by the logo of your company which may be inserted in the Account Set-Up page (Admin > Account Set-up).
- xxxLABEL_TRANS_DATExxx - Replaced by "Document Date" or "Order Date" or "Quote Date", according to the Document Type.
- xxxTRANS_DATExxx - Replaced by the date that the Document was created.
- xxxLABEL_TRANS_NAMExxx - Replaced by "Document Number".
- xxxTRANS_NAMExxx - Replaced by the Description of the Document Type that gets printed
- xxxLABEL_TRANS_NUMBERxxx - Replaced by "Document Number".
- xxxTRANS_NUMBERxxx - Replaced by the Document number.
- xxxLABEL_WAREHOUSExxx - Replaced by "Inventory Location".
- xxxWARE_NAMExxx - Replaced by the Inventory Location name.
- xxxLABEL_CUSTOM_DATE_1xxx - Replaced by "Custom Document Date 1" or "Custom Order Date 1" or "Custom Quote Date 1", according to the Document Type.
- xxxCUSTOM_DATE_1xxx - Replaced by the Custom Date 1 field the user has entered in the Document.
- xxxLABEL_CUSTOM_DATE_2xxx - Replaced by "Custom Document Date 2" or "Custom Order Date 2" or "Custom Quote Date 2", according to the Document Type.
- xxxCUSTOM_DATE_2xxx - Replaced by the Custom Date 2 field the user has entered in the Document.
- xxxLABEL_PAYMENT_TERMSxxx - Replaced by "Payment Terms".
- xxxPAYMENT_TERMSxxx - Replaced by the Payment Terms the user has entered in the Document.
- xxxLABEL_COMPANY_NAMExxx - Replaced by "Company".
- xxxCOMPANY_NAMExxx - Replaced by the name of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_ADDRESSxxx - Replaced by "Address".
- xxxCOMPANY_ADDRESSxxx - Replaced by the street address of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_CITYxxx - Replaced by "City".
- xxxCOMPANY_CITYxxx - Replaced by the city of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_ZIPxxx - Replaced by "Zip".
- xxxCOMPANY_ZIPxxx - Replaced by the zip code of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_COUNTRYxxx - Replaced by "Country".
- xxxCOMPANY_COUNTRYxxx - Replaced by the country of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_TELxxx - Replaced by "Phone".
- xxxCOMPANY_TELxxx - Replaced by the telephone number of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_COMPANY_TAXIDxxx - Replaced by "Tax ID".
- xxxCOMPANY_TAXIDxxx - Replaced by the tax ID of your company which may be inserted in the Account Set-Up page.
- xxxLABEL_CUSTOMER_NAMExxx - Replaced by "Client" or "Supplier" according to the Document Type.
- xxxCUSTOMER_NAMExxx - Replaced by the Customer/Supplier name the user has entered in the Document.
- xxxLABEL_CUSTOMER_ADDRESSxxx - Replaced by "Address" or "Billing Address" according to the Document Type.
- xxxCUSTOMER_ADDRESSxxx - Replaced by the Customer/Supplier address the user has entered in the Document.
- xxxLABEL_CUSTOMER_SHIP_ADDRESSxxx - Replaced by "Pickup Address" or "Shipping Address" according to the Document Type.
- xxxCUSTOMER_SHIP_ADDRESSxxx - Replaced by the Customer/Supplier shipping/picking address the user has entered in the Document.
- xxxLABEL_CUSTOMER_TELxxx - Replaced by "Phone".
- xxxCUSTOMER_TELxxx - Replaced by the Customer/Supplier telephone number.
- xxxLABEL_CUSTOMER_EMAILxxx - Replaced by "e-mail".
- xxxRECIPEMAILxxx - Replaced by the Customer/Supplier email.
- xxxLABEL_CUSTOMER_TAXIDxxx - Replaced by "Tax ID".
- xxxCUSTOMER_TAXIDxxx - Replaced by the Customer/Supplier tax ID.
- xxxLABEL_CUSTOMER_COMMENTSxxx - Replaced by "Supplier Comments" or "Client Comments" according to the Document Type.
- xxxCUSTOMER_COMMENTSxxx - Replaced by the Customer/Supplier comments.
- xxxLABEL_TRANS_COMMENTSxxx - Replaced by "Document Comments" or "Order Comments" or "Sales Quote Comments" according to the Document Type.
- xxxTRANS_COMMENTSxxx - Replaced by the comments the user has entered in the Document.
- xxxLABEL_TOTALS_WEIGHTxxx - Replaced by "Weight".
xxxTOTALS_WEIGHTxxx - Replaced by the total weight of the items in the document. Weight per product can be added in the products module.
- xxxLABEL_RELATED_DOCUMENTSxxx - Replaced by "Related Documents"
- xxxRELATED_DOCUMENTSxxx - Replaced by the Related Documents
- xxxLABEL_REFERENCE_DOCUMENT_NOxxx - Replaced by "Document Reference"
- xxxREFERENCE_DOCUMENT_NOxxx - Replace by the Reference Number
Finally, only in the Supplier/Client Billing or Shipping address, the following text XXXBRCODEXXX will add a carriage return (enter character) in the address of the supplier or the client in the printout. For example the following:
45612 Main St.XXXBRCODEXXXBayshoreXXXBRCODEXXX94326XXXBRCODEXXXUSA
Will appear in the printout as:
45612 Main St.