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.Finding and applying templates
Go to the Accounts screen
Navigate to the Accounts screen and select the account you want to configure.
Open the Default Templates tab
Go to the Default Templates tab. Here you can choose and apply templates specific to that account.
Common template types
| Template | Purpose |
|---|---|
| Put Away | Controls how storage units containing goods are stored |
| Receipt Storage Unit Labels | Shows how many pallets are in a storage unit |
| Picking Note | Displays picking lists, including picked and unpicked items |
| Pick Storage Unit Labels | Labels for the number of pallets picked for delivery |
| Dispatch Note | Summarises dispatched pallets and lists the products |
| Invoice | Displays product costs, sundry charges, and total costs |
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
Dispatch note template options
- 4x10 Pallet Label with Logo
- Retail with Account Logo
- A4 Portrait Dispatch Note
FAQ
FAQ
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.