A template is used for printing goods out notes with a customized layout, such as including address labels.
Multiple templates can be created and automatically selected for creating goods out notes based on where the order came from or what shipping method is being used.
You can design your own goods out notes to use your company logo, display your company address, the delivery address, a product table and much more.
The channel brand connected to the order sales channel defines the company logo and details which are used such as business name and address. This allows branding to be applied to documents based on the channel from which the order came. If the order has no sales channel then these details are taken from the default channel brand.
Deciding which template to use
A default goods out note template is defined against the channel branding.
The channel brand connected to the order sales channel will be used for the associated goods out notes. The template can also be manually selected if printing a single goods out note.
To set the channel branding template:
- Go to Settings > Company > Company information
- Click the pencil next to the relevant channel brand
- Select the 'Templates' tab
- Pick the 'Goods-out note' template:
Goods out note templates can also be set against shipping methods. If the goods out note shipping method has been assigned a goods-out note template for the order's channel brand then it will automatically be applied. If there is no shipping method, or the shipping method has no template set, then the sales channel is used to select the default goods out note template from the channel brand. If the order has no sales channel then these details are taken from the default channel brand.
To set a goods out note template for a specific shipping method:
- Go to Settings > Shipping > Shipping methods
- Click the pencil next to the relevant shipping method
- Click the 'Templates' tab and select the templates per channel brand:
See the following flowchart as a reference:
Layout of goods out note templates
When a goods out note template is printed from the goods out note screen - via Sales > Due to ship or by clicking into an individual goods out note on an order - Brightpearl automatically adds four extra columns to product table.
The columns are:
The actual location of the item in the warehouse. If multiple concurrent location management is used, this may differ from the item's default location.
This differs from the "location" widget, which displays the product's default location.
|Shipped||The quantity of the item already shipped against previous goods notes.|
|This shipment||The quantity of the item being shipped on this goods note.|
|To follow||The quantity of the item remaining, to be shipped against a different goods note.|
Note: These extra columns are not present if printing the goods out note a different way (e.g. by clicking Email/Print on the sales order). They are only added when viewing goods notes in the goods out notes module.
We've prepared a few templates to fit common integrated label sheets (A4 only at the moment).
Click the links to view the HTML. Tou will need to copy and paste it into the content in the "HTML mode" view of the template editor screen. Put the paper into your printer so that the labels are at the top!
How to set up custom templates for each shipping method.