Managing Paperwork

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 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:  

PDF line item layout

Select either one of these:

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:

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.

The 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:

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).

If you would like to show zero-size quantity on your documents, click the checkbox like so:

If you notice that your proforma invoices are getting cropped when you download them, you can easily fix this by changing PDF line item layout to One line per SKU/size. Save.