Case 1: Custom Print Template

Introduction

Feature Overview

Custom Print Template allows for printing uniform customized documents.

Scenario

In inventory management scenarios, it is often necessary to have uniform inbound and outbound orders. By customizing spreadsheet templates, businesses can print the orders that meet their specific needs, improving management standardization.

Preview

Setup Steps

Designing a Form

For a custom dispatch order template, the field settings are as follows:

Setting the Print Template

1. Create a new print template

Go to Extension > Print Templates > New Print Template, and select Spreadsheet Template from the dropdown. You can rename the template as "Outbound Order Print Template".

2. Set the paper size

In the template design tool bar, click (Paper Settings) to set the paper size, orientation, and margins.

3. Design the format

You can type necessary text into the table, and design the layout, adjust alignment, font size, merge cells, insert images, and set background colors according to your needs. In this way, a draft template is finished.

4. Input form fields

Drag the form fields to the appropriate positions in your template. For example, drag the Phone Number and Sales Order Total fields to the locations where you need them to be.

5. Save the template design and set the print scope

After setting up the template, click Save and then click Print Template Settings in the upper right corner. Configure Available Scope and Generated file name.

Demonstration

See the Preview section.

Notes

Fields that are not visible cannot be printed.