Templates are used to customize the layout and content of documents and emails you send to your customers and suppliers.
Create as many templates as you need for quotes, pro-forma invoices, invoices, purchase orders and even things like 'work orders' if you need to send order information off to a workshop for customization or manufacturing.
Read first : Creating and editing templates
Order custom fields
You can add custom fields to sales and purchases and products, and then display this information anywhere you like on templates; Quotes, Invoices, goods-out notes and so on. When you create a custom field, you're given a code that starts with PCF_. Use the select-menu on the template edit screen to insert a custom field at the cursor, or manually type the widget code _PCF_MYCODE_. Product custom fields can only be added to the product table.
Video : Quote, order and invoice templates
Introduction to order templates in Brightpearl; learn how to set your default templates, creating a new template, custom fields on order templates, adding columns to the table of products, editing templates with HTML and CSS, tips for working with templates.