Template Designer

Content Overview Legend Editing a template Editing Legend Printing Invoice Printing Conditions Setting a Printer, Page Size and Orientation Header and Footer Labels Editing a Label Editing Order Notes and Order Items Formatting Columns Images PPI Stamp Shipping Label

Videos and Files Template Designer - Overview Template Designer is an editing tool for all types of printing templates. This video demonstrates how to edit invoice template. Template Designer - working with tables (invoice design) This video walks through the functionality available in template designer to manipulate and format template tables. Template Designer - Conditional templates This video shows how to use Conditional and Specific templates. The example we use is two invoice templates begin printed based on where the order came from (Amazon or eBay) Pick List - Printing and Configuring This video shows how to print pick lists in linnworks and how to customize the pick list info and layout. In addition we also make some suggestions regarding how the pick list can be used to reduce fu...

Overview

The template designer is used to manage Invoice, Packing List and Pick List templates. Each template can have their own printer, page size and condition as well as conditional labels within the template themselves. This allows for more flexible approach when printing invoices, packing lists and pick lists. Users also have a choice predefined templates to choose from as well as creating their own.

Legend

   Create New template

    Load Predefined templates

    Template has printing conditions set to it

   Edit Template. Clicking this will display the template editing screen.

    Template is Enabled, this means that it is able to print.

    Template is Disabled, this means that the template won't print even if it's conditions are fulfilled. The default template cannot be disabled.

    This button copies the template. This is useful if you are creating variations of the same template will small differences.

Editing a template

To open the template editor simply go to Settings -> Template editor and click (edit) for the template you wish to wish to edit.

Depending on the template there may be more or less options, for example Packing and Pick Lists do not allow for Printing Conditions.

Editing Legend

	Edit Selected: This will bring up the editor the the element selected
	Delete Selected: This will deleted the selected element.
	Copy Selected: This will duplicate the selected element.
	Send to Back: Sending an element to the back will mean that all other elements will be on top of the element.
	Bring to Front: Bringing an element to the front will display the element on top of all others

Printing Invoice

Each invoice can have it's own conditions on when it prints as well as which printer and page size.

Printing Conditions

When you click the Printing Conditions button a screen will appear where you can set the conditions in which the template will print.

In the above example the invoice will only print when the source of the Order is 'DIRECT' and the total order charge is greater than 20.

You can select from the variables menu a list of usable variables.

Operators you can use are:

When using the AND operator you cannot use the same variable twice. You need to use the OR operator.

Setting a Printer, Page Size and Orientation

You can select the printer and page size by using the menus highlighted in red below. On of the advantages of doing this is if you have different sized invoices depending on source, order size etc you can have individual invoices. Once the Printer and Page Size have been selected the template designer automatically calculates the margin based on the printers settings. This means that you can design your invoice without having to worry about working out margins.

Page Orientation can also be set from Portrait to Landscape to allow a more flexible design.

If you wish to use a page size that does not exist for your printer you can do so by select custom and filling the dimensions in. Margins may not display for custom page sizes.

Header and Footer

The header and footer elements are fixed at the top and bottom of the page. These can contain fixed text or variables which can be inserted via the editor. When the template is printed these will display on every page printed. The position is fixed however alignment of text is variable.

Labels

To add a new label simply drag and drop it to the template. To change it's size drag on of it's corners. To change it's position, click on the label and drag it to the position you require. You can also use the arrow keys to move the label.

Editing a Label

To edit a label double click on it. A new box will appear where you can edit the label.

From the above screen you can edit the labels Font, Font Colour, Fill, Text Alignment, Borders.

You can insert variables from the Variable menu. Variables are dynamically created tags that generate text about the order. For example if you wanted to insert the the customers shipping address you would choose shipping address from the variables menu. This would insert the following tag [{cShippingAddress}] which would display the customers when the Invoice is printed.

Another feature of labels is you can display a barcode of the text you've inserted or the text generated by a variable. This can be very useful if you wish to have order numbers with barcodes. The barcode it's self is a 3of9 variable length barcode.

Editing Order Notes and Order Items

The Order Notes and Order Items tables are premade grids for displaying Notes and Information. To edit the table either double click on it or click the edit button on the menu bar.

To change the order in which the columns appear change the number in the n column. Visibility can also be set by clicking in the visable column. 

Format: Format is used for displaying values in a specific  way. For example N2 means that numbers will be displayed to two decimal places.

Formatting Columns

Alignment can be changed by clicking on the alignment box. Each click will change the text position, you will see the change in the grey box's location with in the alignment grid.

Borders for each row can be changed by clicking on the borders, this will bring up a menu where you can select which side you want the border to appear on.

To change the style you can click on the style column, this will bring up an editor.

With column styles you can have multiple styles for the same column. This can be done by creating a condition for the style. This is a useful feature if for example you wish to highlight multiple quantities.

An example of a condition for a text style would be: [{nQty}]>1

Sort can be be applied to a column or columns to sort the table in ascending or descending order.  

Images

Images can be applied to the Template by clicking on the Image label and draging it to the template.

To edit the image either click the edit button or double click on the image. You can select the image, set borders and set the image sizing.

PPI Stamp

Images can be applied to the Template by clicking on the Image label and dragging it to the template. To edit the PPI either click the edit button or double click on the PPI element .

In the editor it is possible to enter the PPI account number, set the Default PPI and also apply PPI stamps to postal services. For example if a service is "Royal Mail 1st Class" for an order that is being printed a 1st class PPI can be assigned so that it appears on the invoice when printed. If the set service is not found it will either print the default or if another matching service is found it will select the matching service.

If you have different templates you are able to have different PPI numbers.

PPI Stamps are fixed in size.

Shipping Label

Shipping labels can be printed directly to invoices. This is useful if tare off/peal off sections on an invoice are available. To add a label to an invoice, drag and drop the Shipping Label element to the invoice.

Shipping labels are fixed to 6 by 4 in size and can be set to portrait or landscape. This is the standard for label printing.

These labels can be printed from any of the integrated shipping methods. If extra labels are required they will be printed on subsequent pages.