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.