Using Multiple Consignment Note Templates

Table of Contents

• Purpose
• Benefit
• Editing Consignment Note Template
• Printing Consignment Note

Purpose

Configure and use multiple consignment note templates for your account.

Benefit

Having multiple consignment note templates allows your team to generate consignment notes that meet different compliance, customer, or formatting requirements, without needing to update a single template each time.

Editing Consignment Note Template

Organisation-Level Consignment Note Templates

• In the Search for Anything bar, search for Document Templates.

• Scroll to the Consignment Note Templates section.

• Select Override or Upload (if no template is currently uploaded) for the relevant document. 

• You can upload multiple templates but must select one default per organisation. 

• Click Save.

Customer-Level Consignment Note Templates

• Navigate to Contacts > Customers.

• Select the relevant Customer.

• Click Edit.

• Open the Templates tab.

• Scroll to the Consignment Note Templates section.

• Select Override or Upload (if no template is currently uploaded) for the relevant document.

• You can upload multiple templates but must select one default per customer.

• Click Save.

Printing Consignment Note 

• Navigate to the relevant Consignment.

• You have two options to print the consignment note:

  • Print using the default template: Click the Print ConNote button directly.

• • Print using a different template: Click the drop-down menu next to the Print ConNote button and select the template you want to print.