Uphance allows you to customize the appearance and format of the documents you generate as PDFs, individually or collectively.
For example, you may offer a wide variety of sizes for a particular product which causes the number of columns to get jammed together on Invoices, Pick Tickets, or Delivery Notes.
Changing the orientation of your paperwork from Portrait to Landscape will help. You may choose to change the orientation for all of these documents at once or you can specify which documents you would like to change.
To locate the Paperwork settings within Uphance, navigate to Settings > Paperwork.
The first section controls Paper Size, Orientation, Date Formats, PDF Line Item Layouts, Company Logos and other "Tick Box" settings.
The paper size setting can be used to toggle the PDF page size between A4 and US Letter.
Orientation controls whether the PDFs are printed with the paper sideways (landscape) or top to bottom (portrait).
If you want to change the paper orientation for some but not all of your documents,
Click on the Paper orientation for each document link.
Next, click on the down arrow button in the field next to the document you want to change. Select portrait or landscape. Then Repeat steps 2 & 3 until you have done this for all desired documents.
Finally, save your paper orientation selections.
The Delivery Note setting shown in the figure above is not related to the Delivery on Production Orders. The Delivery Note as shown in the screenshot above is specific to Shipments on Sales Orders.
Paperwork Date Format
Select which date format you want to appear on your invoices, order confirmations, etc. Examples of date options include:
YYYY, MM, DD
PDF line item layout
Select either one of these:
One line per product variant
One line per SKU/size
Tick Box Settings
Use the "tick boxes" to specify whether you want these features "on" or "off". Putting a check mark in the box means you want that feature enabled. Removing that check mark from the box means you do not want to use that feature. Tick box options include:
Delivery Notes / Packing Slips: Images, MSRPs, etc
Production Orders: Pricing, Custom Fields
Invoices: Shipment numbers, Custom Fields & Signature boxes
Sales Orders & Production Orders: Custom fields, Signature boxes
Products: Product Names & Identifiers
Order confirmation signature text
Use this field to type the terminology you want included for the customer to sign off confirming their order was received and in good standing. If this field is checked, when the customer signs the Order Confirmation PDF on their iPad, their electronic signature will be stored with the Order Confirmation.
Use labels to manage how your data is displayed on paperwork and other areas in Uphance.
As you can see from the image below, you can set different "labels" for each of your Channels (price lists). Or, you can set the labels for "All Channels". Your Channels are listed at the top of the labels section.
In the example above, you can see we have 6 different channel setups: Wholesale USA(USD), Wholesale Europe (EUR), eCommerce (USD), Retail (USD), Wholesale AUD (AUD) and Test currency channel (BZD). The "All Channels" is selected which means any change made to labels will impact all of these Pricing Channels.
Color as an example is displayed on the Product > Images, SKUs and Raw Materials tabs. It is also used in the eCommerce (WooCommerce & Shopify Linking) tabs.
Rather than Product Identifier or Product Name, you might want to use "ID" or "Name" labels. Product Identifier & Product Name labels are displayed on the Product > Details and Variations (Colors, Pricing, Production & Shipping sections) tabs as well as Line Sheets. They are also displayed in Sales Orders (Pick Tickets, Shipments), Production Orders, Inventory Adjustments, Inventory Reports, Sales Reports, Raw Materials, Raw Materials Requirements, Raw Inventory and most PDFs.
The Delivery Note Label is the text used in emails to your customers letting them know their products have been shipped. See the sample email thread below:
Another example, you may want to change how Tax is labelled on Invoices and other paperwork (e.g. instead of Tax, type "VAT", "GST", "Federal & State Tax", "Customer Tax").
Footers & Extra Text
Similar to Labels, your Footers and Extra Text can be specified by "Channel" (Price List). Type any free-form text you want to appear on your paperwork. Footer text will appear at the bottom of the paperwork. Extra Text will be appended to the documents.
Here's an example of a Delivery Note with the Footer Text and Footer Extra Text placements. Whatever text you type in these boxes will appear on this document in those specified locations:
Paperwork footers appear at the bottom of all documents (e.g. registration numbers, VAT numbers, thank you for your business comments, etc). Type the text that you want printed at the bottom of each of these documents in the corresponding fields:
Use the Extra Text fields to type the text that you want appended to these corresponding documents:
Purchase Orders (Material Orders)
Be sure to click SAVE CHANGES when you have completed your setup.
NOTE: Settings>Paperwork do not control the way Line Sheets are displayed (e.g. paper size, paper orientation, products per row, date formats). The settings for Line Sheets are controlled directly within the Line Sheet. See our Line Sheet Knowledge Article for additional information.
Also keep in mind if you are getting printouts that are not formatted well (e.g. the right side, top or bottom are getting "cut off", you may need to update your PDF generator on your PC or mobile device).