Templates are standard layouts used for letters, emails and documents including quotes, invoices and goods-out notes. Brightpearl provide some standard system templates to use but you can copy, edit and create your own designs to fit with your own company branding.
You'll find all your templates under Settings > Templates:
- Document templates include all your print and email designs. Select your defaults on your channel brand.
- SMS templates can be used for creating standard text messages.
- Quicknote templates are really useful for quickly adding standard notes throughout Brightpearl, e.g. on orders, contacts, inventory corrections...
You'll need a template every time you create a document:
- Pro-forma invoice
- Goods-out note
- Purchase order
- Remittance advice
Add as many as you need, and you can create different designs for different purposes, for example, if you're trading as different companies, or if you're drop-shipping for a company and need to use their logo, or maybe you use different paper layouts with sticky labels in different places when using different couriers.
You can apply different branding to templates and select the default templates for a particular brand by using Channel Brands.
You can select default templates per delivery method on your shipping methods.
Creating and editing templates
Go to Settings > Templates and select the type of template you wish to add. Click to edit an existing template or add a new template.
Name your template. When you email any document using this template the name is used to populate the email subject line. You can include widgets to pull in data from the record, such as quote or invoice number or your company name.
You can easily switch templates between visual and HTML mode. Visual mode helps you see what the template will look like and includes the WYSIWYG tool bar to help you edit. Everything you alter in visual mode updates the HTML. To make more complicated and effective designs you'll probably require some HTML knowledge.
Copying existing templates
When you add a new template you can easily begin from a standard template by selecting a pre-designed template. If you have another template you want to copy you can copy the HTML of that template and paste into your new one (in HTML mode).
Tips for design
- Keep your templates simple. The simpler they are, the more reliable and robust they'll be.
- Use tables to lay things out.
- Avoid complicated CSS, as the PDF generator may not be able to support it.
- Always keep a backup copy of the HTML somewhere on your local hard drive. That way you can restore your old template if you need to.
- Don't set any fixed widths if you can avoid it. For example, a fixed width of 1000px may render correctly in a web browser window but when the PDF is generated, the text may be cut off. Instead, use percentages to set widths.