Document Templates

Purpose
Benefits
Scope
How to add or modify a Document Template
Editing and adding Barcodes

Purpose

Document Templates allow you to customise the documents produced by CartonCloud.

Benefits

Allows you to customise your documents to your customer's specifications and requirements. This enhances your Customer's experience.
You can create the Document Templates to best meet your operational requirements and workflows, reducing time and steps in the process.

Scope

You can customise the following documents in CartonCloud:

Name of Document	Description
Consignment Note	Consignment Notes may be given to drivers to be signed manually if the app is unavailable.
Consignment Proof Of Delivery	Proof Of Deliveries (PODs) may be automatically emailed to suppliers upon delivery of a consignment.
Consignment Zebra (ZPL) Label	Consignment Zebra (ZPL) Labels that is printed and placed on cartons/pallets.
Purchase Order Product PDF Label	PDF Version of POP Labels that are printed and placed on the stock.
Purchase Order Product Zebra Label	Zebra (ZPL) version of POP labels that are printed and placed on the stock.
Purchase Order Product Zebra Label (SSCC)	Zebra (ZPL) version of POP labels that are printed and placed on the stock. This is used instead of the default POP ZPL if the customer has SSCC enabled.
Purchase Order Verification List	Purchase Order Verification List to be emailed and exported.
Run Sheet	Run Sheets may be exported to give to Drivers as a paper copy of their jobs
Sale Order Packing Slip	Sale Order Pack Slips may be automatically emailed to suppliers upon packing completion and also printed for viewing on delivery.
Sale Order Pick List	Picking Lists may be given to the packer to pick and pack if the app is unavailable.
Sale Order PDF Label	PDF Version of Sale Order Labels that are printed and placed on the stock.
Sale Order Zebra Label	Sale Order Zebra (ZPL) Labels that are printed and placed on the stock.
Stocktake Count List	Stocktake Count list used during a Stocktake.
Stocktake Variance List	Stocktake Variance list used during a Stocktake.

How to add or modify a Document Template

You can edit a Document Template from either the Organisation or the Customer level. If you edit the template at the Organisation level, the template will apply to all Customers. If you edit the template at the Customer level, the template will only apply to that particular Customer.

The template is highly customisable; you can modify images , the layout, edit and add barcodes and add additional text using Placeholders. A Placeholder is a text that corresponds with data in CartonCloud. When the document is created, the placeholder pulls through the actual value of the corresponding data. For example, the Placeholder, $PICK_DATE$ would pull through data such as 17/12/2019.

The templates come prefilled with Placeholders, allowing you to easily modify the Placeholder using the list of available Placeholders.

Adding or modifying a Document Template at the Organisation Level

Navigate to the Document Templates page by typing Document Templates into the Search for anything bar.
Download the current default template of the relevant document by selecting the green Download button.

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

Edit the template as you see fit. Use the Placeholders to add or change the text.
Save the document.
Navigate back to the Document Templates page in CartonCloud.
Select Override or Upload (if no template is currently uploaded) for the relevant document.
Select Choose File, and select the relevant document.
Select Upload File.

Customers can also log in and create their templates. See Document Templates (Customer) for more information.

For the Sale Order Pick List and Purchase Order Verification List Document Template, you will need to select either PDF or XLS format from the Organisation Settings (More>Organisation Settings>Warehouse).

Adding or modifying a Document Template at the Customer Level

Navigate to the Customers page, Contacts>Customers.
Select the relevant Customer.
Select Edit.
Select the Template tab.
Navigate to the relevant document and select Download.
Edit the template as you see fit. Use the Placeholders to add or change the text.
Save the document.
Navigate back to the Document Templates page in CartonCloud.
Select Override or Upload (if no template is currently uploaded) for the relevant document.
Select Choose File, and select the relevant document.
Select Upload File.

Testing Template

To view a template you have modified, click the document link next to the words Current Template.

Editing 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.

Editing and adding Barcodes

To add or modify a barcode that will appear on the template:

To modify:

Select the QR Code image on the default template.
Right-click on the image and select Edit Alt Text.

Enter the field name you wish to represent in the barcode followed by a colon, then select from the three barcode formats below. For example, $PRODUCT_BARCODE:BC128$

Barcode Suffixes

BC39
BC128
QRCODE

If you wish to add another barcode, copy and paste the QR Code image and repeat the above steps.