Working with the product table on templates

When you are generating documents such as quotes, invoices, goods-out notes and purchase orders you'll want to display a list of the products and charges included, along with the prices, quantities and total. These details are added with a single widget, the Table of Products (_productTable_).

product table

Product table font sizes

The product table font sizes can be altered using CSS. Why not copy some CSS from our sample templates.

This is some example CSS taken from one of our sample templates which alters the product table headers and items to 10px:

product table fon size

Custom columns

You can customize the columns in the product table at the bottom of your template. We've provided some options for you to select from depending on what sort of document it is for, but you can also edit the columns and rename the columns as you desire, for example, you might want to change the language the column heading are in.

At the bottom of the template edit screen you'll find a drop-down menu where you can select some pre-defined columns. Selecting one of these will drop the detail into the field below where you can edit it. Here's an example:

qty,Qty|name,Item name|sku,SKU|item_net,Item net|row_net,Total net|item_gross,Item gross|row_gross,Total gross

You need to tell Brightpearl what data to display and what the column heading is by writing the field name followed by the column heading, e.g. item_net,Item net.

Each column is separated with the pipe character (|). 

custom columns

Columns available are: qty, name, sku, ean, upc, isbn, price, discount, item_net, item_tax, item_gross, row_net, row_gross, row_tax, barcode, length, height, width, volume, weight, picked, packed, box, location

Product custom fields

You can also include any of your product custom fields. Each custom field is given a unique code which you can use, prefixed with PCF_. To include that information in your product table edit the custom columns to include the code, e.g. "PCF_YOURCODE". Remember to specify what the column heading should be "PCF_YOURCODE,heading name".

Matrix printing on templates

If you're selling lots of items on an order, the result could be a long print out as each item has its own row. There are a few options available to you to help with this, which can be set from the bottom of the edit template screen:

Bring options up from under the item name into their own column

In the first screenshot you can see that "Shoe size" is a column, and that there is no shoe size under the product name. Just add "option[Shoe size],Shoe size" to the custom columns for that template to trigger this. You can have as many option columns as you like.

Show a product group in matrix layout

In the screenshot below you can see that Shirts have "Size" and "Color". We've chosen this template to show the sizes in a grid format, so instead of having 4 rows for each color, you now just have one. We've done the same thing with the boxes (which have lengths) to show you an order with products that have different options. To trigger the matrix layout, add ONE custom column to your template. For this example: "matrix[Size,Length],Header". Note that the name you give this column doesn't show.

combining  option columns

Combining option columns and matrix layouts

You can add both to your custom columns for any template. Since a matrix can only show ONE option for any product, if you have products with more than one option (shirts have two : Size and Color), you can put one in the matrix and one as a column. The screen shot below shows how we've promoted Color into a column:

things to aware of

Things to be aware of...

Matrix layout is not supported for packing notes, since we still need one item per row for the quantity columns "shipped, on the order, to follow". Sometimes you need to show the location of the items, which usually varies per size or color. You can however bring all your options into columns to reduce the length of the printout and print fewer pages.

If you try and make a complex matrix for a product set that causes layout conflicts, then the matrix won't show. So you can't put Size AND Color into the matrix if an order contains a product that has both size and color. If different products on the order have either size OR color, then you could put both options in the matrix.

If the different variants in a grouped (matrix) row have different prices, we just show a dash if your template has unit price columns (item_net, item_gross etc).

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