In CartonCloud you can customise the documents which are produced by the system so they meet the requirements of your Operation and Customers. 

This might mean adding a Customers logo to their Consignment PODs and Sale Orders or putting a vehicle name on a Run Sheet.

It possible to customise the following document's in CartonCloud by editing their templates.

  • Sale Order Delivery Notes
  • Consignment Proof Of Delivery (POD)
  • Consignment Con Note
  • Run Sheets
  • Sales Order Pack List
  • Purchase Order Product PDF Label
  • Purchase Order Verification List

As demonstrated in the video when you edit a Document Template you can elect to edit it for the entire Organisation or just for a specific customer (which would then override the Organisation template).

Customers can also log in and create their own templates if they wish, allowing them control over how their documents look. This allows them to make the changes they want without you needing to be the middle man.

Adding or Modifying a Document Template (Organisation Level)

To add a new template which will be applied across the whole organisation, navigate to the Document Templates page by typing "Document Templates" in the Search for Anything! bar.

On this page, you can download the current template or default template to make modifications on.

Once downloaded these templates can be opened using either Microsoft Word, Google Docs, OpenOffice or LibreOffice.

Templates can be modified to your requirements with images, additional text and placeholders. The layout is completely up to you. 

For a complete list of available Placeholders, see: Document Template Placeholders

While modifying these templates may seem intimidating at first due to all the dollar signs, all you need to know is that text wrapped in dollar signs is what we call a placeholder. This placeholder corresponds with some data of the same name within CartonCloud. When the document is created the placeholder pulls through the actual value of the corresponding data. So something like $PICK_DATE$ could be replaced with 17/12/2019. 


Once you've finished making your modifications to the Template, save the file to your computer and then upload it to CartonCloud by selecting Upload or Override (if applicable), finding the appropriate file and then selecting Upload File.

Now that you have uploaded our new template, you will need to update the Organisation Setting shown below to select your new Default PDF Format.

Adding or Modifying a Document Template (Customer Level)

Modifying these templates will override the Organisation level template for the selected Customer.

To begin, navigate to the Customer page by selecting Contacts in the main menu, followed by Customer in the drop-down menu.

Select the Customer you wish to modify a document for and you should land on the View Customer page.

Now select Edit at the bottom left of the page to go to the Edit Customer page.

Navigate to the Template tab.

On this page, you can download the current template or default template to make modifications on.

Once downloaded these templates can be opened using either Microsoft Word, Google Docs, OpenOffice or LibreOffice.

Templates can be modified to your requirements with images, additional text and placeholders. The layout is completely up to you. 

For a complete list of available Placeholders, see: Document Template Placeholders

While modifying these templates may seem intimidating at first due to all the dollar signs, all you need to know is that text wrapped in dollar signs is what we call a placeholder. This placeholder corresponds with some data of the same name within CartonCloud. When the document is created the placeholder pulls through the actual value of the corresponding data. So something like $PICK_DATE$ could be replaced with 17/12/2019. 


Once you've finished making your modifications to the Template, save the file to your computer and then upload it to CartonCloud by selecting Choose File or Override (if applicable), finding the appropriate file and then selecting Upload File.

Testing Template

To view a template you have modified click the Download button, followed by Sample in the drop-down. This will generate a sample document using the template you have specified.

Images

Customers can have a logo added to their account which can then be automatically inserted into the Template where you see the words 'Customer Logo'.
Logos can be added to customers directly from the Customers View page.

Barcodes

Barcodes can be added by copying the image placeholder on the default label, right-clicking and selecting Edit Alt Text, then insert $Placeholderfield;BarcodeType$ for example $POP_Label_ID:BC128$