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Templates overview

Templates control the structure and appearance of key warehouse documents — picking lists, receipts, dispatch notes, invoices, and labels. Each account can have different templates assigned for different document types.

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Finding and applying templates

1

Go to the Accounts screen

Navigate to the Accounts screen and select the account you want to configure.
2

Open the Default Templates tab

Go to the Default Templates tab. Here you can choose and apply templates specific to that account.
3

Select templates

Use the dropdown menu to select different templates for each process.

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Common template types

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Picking note template options

  • Default Template — lists items without specific order
  • Picking List by Location — arranges items alphabetically by location
  • Picking List by Product — groups items based on products
  • Picking List by Picking Type — separates full and partial picks for easier tracking

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Dispatch note template options

  • 4x10 Pallet Label with Logo
  • Retail with Account Logo
  • A4 Portrait Dispatch Note
Each template presents details like pallet numbers, products, and storage units in various formats.
Can I change the format of a picking list?Yes, by selecting different templates, you can arrange picking lists by location, product, or picking type.Can I switch between templates easily?Yes, use the dropdown menu in the Default Templates tab to switch between templates at any time.