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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 Con Note
  • Run Sheets
  • Sales Order Pack List
  • Purchase Order Product PDF Label

CartonCloud allows for templates that act right across the organisation (across all customers), and also per-customer.
By default, there is a standard template loaded. From here, you can load your own template which will apply across all customers.
Your customers can then login and create their own templates for themselves if they want to, so they have control over how their data looks.

This is great, because it means they can make the changes they need without needing to interrupt you.

Adding a New, Whole-Organisation Template

To add a new template which will be applied across the whole organisation, head to More-->Site Map

From here, scroll down to the Section labelled 'Document Templates' and click the link.

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'.

Adding a New, Per-Customer Template

To add a new template, simply navigate to the correct customer
"Contacts->Customers" (then search or select from list).
Click the Edit Button on the bottom of the page.
Then go to the Template tab:

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, if you want to insert key fields from within CartonCloud, you can do this using Placeholders (see below for more details). 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

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 complete list of available Placeholders, see: Document Template Placeholders

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

Currently only available for Purchase Order Product PDF Labels, barcodes can be added by copying the image placeholder on the default label, right clicking and selecting Edit Alt Text, then insert $Placehoderfield;BarcodeType$ for example $POP_Label_ID:BC128$