Assigning templates to sales channels and shipping methods

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):

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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.

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Here you can set a separate goods out note template per channel brand.

 

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