Customizing your business documents, including invoices, line sheets, tech packs, order confirmation, etc., just got easier, thanks to our document designer feature.
Thankfully, the document designer is intuitive, making it very easy to use. In this article, we will show you the steps to using it.
How to Use the Document Designer
Step 1: Launch the Document Designer
To launch the document designer, log in to your account, navigate to Settings >> Document Designer
Step 2: Pick a Document
Upon launching the document designer, you will see a list of editable documents you can customize using the document designer. These include Line Sheet, Tech Pack, Compact Order, etc.
Pick the document you would like to customize. For this example, we will be customizing the purchase order document.
Step 3: Create a Template and Start Customizing
After selecting the document you will want to edit, the next thing you will want to do is to create a template by copying the existing standard template.
To do so, click the Copy button to copy the template. Select your preferred language and save.
After copying the template, click the Edit button on the copied template, give the template a name (optional), and then click the pencil edit icon to launch the document designer interface.
Once the interface opens, you can move elements around, duplicate, and delete them. You can also edit the content of each element.
If you make a mistake, hit the Ctrl + Z (Cmd + Z on the Mac) to undo it. Once you are done, click the Save button.
And now you have a template for creating all your purchase order documents.
The process is the same for other documents.
Adding Custom Columns to Your Document
When you generate a document(invoice, pick ticket, delivery note, order confirmation, etc) for your transactions, they will come with default columns. This means there is a good chance the document won't have the column you have in mind.
For instance, invoices only come, by default, with the following columns when generated:
What if you wanted to add another column, rearrange the existing columns or even delete one or two? How would you do that?
Well, it's quite simple. First, open the document you wish to edit, select a template, and begin editing the document. Select the Item-table element, click the cogwheel icon, and then select the column you wish to add.
Finally, drag the added column to the position you want it to be. You can always delete any column by clicking the delete icon. The save.
Every document you generate going forward using the template you just modified will have the added column.
In the example above, we added the Seasons column to our invoice. Here' what the invoice generated using that template looks like:
How to Add Variation Images to Order Confirmation Document
When you generate an order confirmation document for an order, it won't contain the product images by default; you'd need to add them.
To add a variation image column, open the active order confirmation template from the document designer, select and edit your desired template.
Next, open the Order Confirmation page by clicking the edit icon. Once on the page, select Items-table.
With the table element selected, click the cogwheel icon and then add the Variation image column. You can always change the position of the newly added column by dragging and dropping.
Finally, click into the content of the column and change it to just "images" rather than "variation_image" and then save.
Any Order Confirmation document you generate using the edited template will bear the variation image, as illustrated below.
