Custom templates

Every business has its own requirements when it comes to information displayed on invoices, packing slips, purchase orders, and other documents. Qoblex offers a wide range of customization features for users to determine what data should be included in PDF printouts.

This article outlines how to configure and use custom templates that will allow you to customize your documents within Qoblex. Qoblex supports several types of templates:

• Invoices
• Purchase orders
• Packing slips
• Refunds

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Steps to Create a custom template

1. Login to your Qoblex account
2. Go to Account Settings
3. Click on Branding & Customization
4. Scroll down to the Document Customization section.
5. Click on Add Template and choose the template type you want to create.
6. Once you choose the type, you then proceed with the customization process. The process is covered below in this article.
7. Once you are ready, click Save&Close, and your template will be saved within the Document Customization section.

Customizing your template

Now, let’s take a look at what kind of information you can have in your templates.

As mentioned above, there are 3 types of templates you can create in Qoblex – Invoice template, Packing slip template, Purchase order template, and Refund template.

Templates are divided into four sections:

• General settings – Template name, paper size, orientation, title of the document and logo
• Header Fields – Fields like ship to address or order information like number, due date, etc.
• Columns – Columns that hold information about your products (SKU, barcode, tax rate, etc.)
• Footer – Can hold static information that you include in all your documents (e.g. Bank details)

General information and the Footer are identical across all your templates but can contain different information according to the document type.

General settings

General settings contain these properties:

Footer

The Footer is also a field that is identical in all template types. However, the content of the footer is defined by you.

You can use the footer to include static information, such as your bank details or standard information that you share with the recipients of that document type.

Now that we have covered the General settings and the Footer, we can review the differences template types have in the Header Fields and Columns. All the properties for different types of documents are listed below.

Invoice Template

Header Fields for invoices contain the following properties:

Columns that are available for Invoices are as follows:

• Product name
• SKU
• Price
• Barcode
• Discount
• Quantity
• Country of origin
• Tax rate
• HS Code
• Subtotal

Purchase Order Template

Header Fields for purchase orders contain the following properties:

Columns that are available for purchase orders are as follows:

• Product name
• SKU
• Price
• Received Quantity
• Discount
• Quantity
• Supplier SKU
• Tax rate
• Subtotal

Packing slip template

Header Fields for packing slips contain the following properties:

Columns that are available for packing slips are as follows:

• Product name
• SKU
• Product Barcode
• Price
• Weight
• Quantity

Refund template

Columns that are available for packing slips are as follows:

• Product Name
• SKU
• Price
• Barcode
• Quantity
• Restock
• Tax Rate
• Subtotal