helpwith.salesorder.com
Search…
Document Template ⛭
Set up the screen and print views
Document template - need to know
The Document template editor is common to all Sales and Purchasing Documents.
You can configure the design of your Documents:
Document (i.e. Sales Order)>Configure>New Template
Or select from the default list of templates. You can adapt one of these or create your own design from scratch (see below). There are two options, configure a template or use a ‘Custom Print Style’ (see below) We can set up and design the Documents for you. Just contact [email protected]
Set the Default Document Template
Document (i.e. Sales Order)>Configure>Edit>Default Document Template
Change the Document Template
Document (i.e. Sales Order)>Edit>Template (dropdown)
Print Styles, Header, Fields, Columns, Fields
Open and review these tabs to configure the Document structure and format.
Custom Print Style ( Caution geek stuff )
Any form of design is possible using the Custom Print Style.
Custom styles are specified in the XSL Formatting Objects standard. The purpose of XSL-FO is to provide a mechanism for formatting XML data for print, screen, and other output media. XSL-FO, also known simply as XSL, is a specification of the World Wide Web Consortium and is closely related to XSLT. However, whereas XSLT is most often used for transforming XML into HTML or other XML structures, XSL-FO is most often used for formatting XML for print.
Last modified 3mo ago