The Toolbox tab holds every component you can add to a template. The sections and components you see depend on the transaction type, so check the Toolbox for the template you're editing. To add one, see Add a component to a Doc Designer template.
Basic components
Every template has these components by default.
Component | What it does |
Text | Adds a text label. After you add it, click the New label component, then use the Component tab to enter your text. |
Company Logo | Adds the company logo you've saved in your Company settings, in the Images tab. |
Image | Adds one of your company images. After you add it, click the component, then use the Image drop-down menu in the Component tab to select an image. |
Line | Adds a line divider. Use the style settings in the Component tab to set its width, direction, style and colour. |
Header | Creates a header area at the top of the template. Anything you place in the Header appears on every page. |
Footer | Creates a footer area at the bottom of the template. Anything you place in the Footer appears on every page. |
Page Number | Adds page numbers in the format Page X of Y. You can only add this component to the Header or Footer. |
Lines Grid | Adds the product, charge or cost lines from the transaction. For more details, see Choose the columns in a Doc Designer lines grid. |
Remove Blank Address Lines | Removes empty address lines from your document. For more details, see Remove blank address lines. |
Grids
Grid components hold the lines on a document. The grids you see depend on the transaction type:
Order Lines Grid: The product lines from a transaction.
Charges Grid: Available on Sales Quotes, Sales Orders, Invoices, Credits and Commercial Invoices.
Purchase Cost Lines Grid: The cost lines on a Purchase Order.
Company, address and contact data
Company Data: Your company details, such as Company Name, Trading Name, EORI Number, GST VAT Number, Phone, Mobile, Fax, Physical Address, Postal Address and Web Site.
Address Data: Address details for the customer, supplier or warehouse on the transaction.
Customer or Supplier Data: Address and contact details for the customer or supplier on the transaction.
Audit data
Audit Data components show timestamps and user details for the transaction:
Created By.
Created On.
Last Modified By.
Last Modified On.
Last Printed By.
Last Printed On.
Today's Date.
Other data
The Other Data section holds extra components. The ones you see depend on the transaction type.
Component | What it does |
Payment Details or Footer Details | Shows the Footer Details from your Company settings. See Add payment details to a template. |
Comments | Shows the comments from the transaction. See Add comments to a template. |
Currency Code | Shows the customer or supplier's currency. See Add the currency code to a template. |
Print Name | Shows an alternative name for Purchase Order documents. See Add an alternative name to a Purchase Order template. |
Total Incl Costs | Shows a Purchase Order total that includes cost lines. See Add cost lines to a Purchase Order template. |
Order Type | Prints the document type based on the transaction's status. For example, a Parked, Placed or Backordered Sales Order prints as Tax Order, and a Sales Order with Quote status prints as Quote. |