In CartonCloud, you can customise the way that information is displayed and exported.
Customisable templates are available for the following data types:
- Sale Order Delivery Notes
- Consignment Proof Of Delivery (POD)
- Consignment Note
Adding a New Template
To add a new template, simply use Search Anything box and navigate to → Document Templates
From here, you can upload your companies Logo and this will be automatically used on files which have a Logo section.
However, if you want even more customisation, you can do this with a custom template.
To upload a custom template, click the Upload button. From here, you can download a Sample template which you can edit with Microsoft Word, OpenOffice or LibreOffice.
The new template can contain anything you want. Images, additional text, etc. You can even change the whole thing around if you have a specific layout you want instead.
Once you've finished making your modifications to the Template, upload it to CartonCloud by selecting it from the 'Choose File' box and clicking 'Upload File'.
Test Your Template
You can test the template you just uploaded by clicking the 'Download Sample' button, this will generate a Sample document using the template you have specified.
Placeholders are named markers where data from CartonCloud displays when the template is used. Placeholders have dollar signs around the, for example $CUSTOMER_NAME$.
The templates come prefilled with Placeholders to make it easier for you to modify as you wish.
For a list of Placeholders see: Document Template Placeholders