Assigning templates to channel brands
Once you've created new templates you can select which ones to use as default against your company or "channel brand". Go to Settings > Company > Company information. Click the pencil next to a channel brand to edit it, then select the "Templates" tab.
Each of your channel brands can use a different set of templates. Remember to upload a logo for each one.
Until you select which templates you want to use as defaults Brightpearl will always select these templates (with their ID numbers):
The options you can set templates for are:
|Option||Template||Default template ID|
|Sales quote/estimate||Used to generate the quote when emailing or printing a non-invoiced sale||13|
|Sales quote/estimate email||Used as the body of the email the quote is attached to||2|
|Sales invoice||Used to generate the invoice when emailing or printing an invoiced sale||12|
|Sales invoice email||Used as the body of the email the invoice is attached to||22|
|Sales credit||Used to generate the credit note when emailing or printing a sales credit||6|
|Purchase order||Used to generate the purchase order document when emailing or printing a purchase||10|
|Back office order update email||Used as the body of an email sent to the customer for updates to the order status||18|
|Goods out note||Used to generate the goods out note during the printing stage of fulfillment||5|
|Goods out note packed email||Used as the body of the email sent to the customer if they are updated during the packing stage of fulfillment||-|
|Goods out note SMS||SMS template used to send an SMS to the customer if they are updated during the packing stage of fulfillment||-|
|Drop-ship purchase order||Used to generate the purchase order document when emailing or printing a drop-ship purchase order||-|
|Drop-ship shipping update||Used to generate the email sent to a customer when there is an update to the shipped status of a drop-ship purchase order||-|
Assigning templates to shipping methods
When you have different shipping methods you can select different goods-out notes templates per shipping method at Settings > Shipping > Shipping methods. Click the pencil to edit your shipping method and select the "Templates" tab.
Here you can set a separate goods out note template per channel brand.