You can set preferred templates on a customer record so that new documents for that customer use them automatically. You can set a default for Sales Quotes, Sales Orders, Invoices, Packing Slips and Ship Notes.
Set a default template for one customer
Click Customers, then open the customer record you want to update.
In the Details tab, use the drop-down menus to select the templates you want:
Quote template: The default for Sales Quotes.
Order template: The default for Sales Orders.
Invoice template: The default for Invoices.
Packing Slip template: The default for Packing Slips.
Ship Note template: The default for Ship Notes.
Click Save.
đNote: Changing a customer's default template doesn't update documents that already exist. New documents you create after the change use the updated template.
Update the default template for many customers
You can use the import and export feature to update lots of customers at once.
Export your customer data using the import and export tool.
In the exported CSV file, enter the exact name of the Doc Designer template for each customer. Use the Quote Template, Order Template, Invoice Template, Packing Slip Template or Ship Note Template columns.
Import the updated CSV file back into Unleashed.
â ď¸Important: Keep a backup of your original CSV file before you make changes.