Each document you print or email is generated from a Doc Designer template. You choose the template on the document itself, and Unleashed fills in a default for you if you've set one. Choosing a different template only changes that document.
Where to choose the template
Document | Where to choose the template |
Purchase Order | Use the Template drop-down menu on the Purchase Order. |
Supplier Return | Use the Template drop-down menu on the Supplier Return. |
Warehouse Transfer | Use the Template drop-down menu on the Warehouse Transfer. |
Assembly, Disassembly or Bill of Materials | Use the Template drop-down menu on the record. These use Assemblies templates. |
Sales Quote | Use the Template drop-down menu at the top of the Sales Quote. |
Sales Order | Use the Sales Order Template drop-down menu at the top of the Sales Order. |
Packing Slip | Use the Packing Slip Template drop-down menu at the top of the Sales Order. |
Invoice | Use the Invoice Template drop-down menu on the Invoice. See Change the template on an invoice. |
Credit Note or Free Credit | Use the Template drop-down menu at the top of the credit. |
Picklist, Ship Note or Commercial Invoice | Use the Picklist Template, Ship Note Template or Commercial Invoice Template drop-down menu on the Shipment. |
Product label | Select the label template in the Product Label Print Confirmation window. |
When you print or email the document, Unleashed creates a PDF using the template selected on that document.
Which template is used if you don't choose one
When you create a document, Unleashed fills in a template in this order:
The default template on the supplier or customer record, if there is one. For example, a supplier's default Purchase Order template or a customer's default Invoice template.
The default template you've set in Doc Designer for that transaction type. See Set a default Doc Designer template.
The Unleashed Default template, if you haven't set a default.
đNote: Setting or changing a default only affects documents you create afterwards. Existing documents keep their template unless you change it on the document.
Change the template on a transaction
You can change the template a transaction uses at any time, including after it is completed. This only updates that transaction and doesn't affect any others.
Open the transaction you want to update.
Use the Template drop-down menu to select your preferred template.
Click Save, then click Print to check that the changes appear correctly.
