> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Templates

> How to use and customise templates to control the format and layout of documents such as picking notes, invoices, and labels.

## 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

<Steps>
  <Step title="Go to the Accounts screen">
    Navigate to the **Accounts** screen and select the account you want to configure.
  </Step>

  <Step title="Open the Default Templates tab">
    Go to the **Default Templates** tab. Here you can choose and apply templates specific to that account.
  </Step>

  <Step title="Select templates">
    Use the **dropdown menu** to select different templates for each process.
  </Step>
</Steps>

## 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**

Each template presents details like pallet numbers, products, and storage units in various formats.

<Accordion title="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.
</Accordion>