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Order Sheet Templates

How Tos (1)

You can find this feature under Orders > Order Sheet Templates in the IRP Admin left navigation menu.

This feature gives you the ability to have custom Receipts, Invoices, Charging, Returns and Picking and Packing documents. You can create HTML-based order sheets for Retail Orders, Trade Orders or both. One of the most powerful aspects of this feature is that you can create separate order sheets for different countries.

The main OrderSheetTemplates.aspx page appears as follows:

Order Sheet Templates screen in IRP Admin
 

You can use the search options to find any Type of Template (Invoice, Picking & Packing, Charging, Receipts, Returns Management), any specific Country associated with a Template, a Retail Template or a Trade Template.

For more information, see the How To Add or Edit an Order Sheet Template article in this section.



How To Guides (1)

To add or edit a an Order Sheet Template, follow these steps:

  1. Go to Orders > Order Sheet Templates in the IRP Admin left navigation menu.
  2. To add a new template, click the Add New Order Sheet Template button at the top of the screen.
  3. To edit details of an existing Template, click the Edit button at the right side of the Templatethat you want to edit.
  4. Enter or edit the following details. If you see an asterisk (*) beside a setting it means that the setting is required.
  5. SettingDescription
    Template Details
    Template ID This is the unique ID for this Template, added automatically by IRP Admin.
    Active Active templates will be used by the system when creating Invoices for Orders - InActive templates will be ignored until they are activated.
    Template Name The Name of this Invoice Template. This will be used to quickly identify templates in the IRP admin.
    Retail or Trade This will determine that orders that this template will display for. This allows for trade and retail specific templates when the trade site is enabled.
    Sheet Type This is the order sheet template type. The selection here will determine which order sheet the current template is used for. For example if 'Invoice' is selected then the template will be used when printing the invoice order sheet. Select from Invoice, Picking And Packing, Charging, Receipts, Returns Management.
    HTML Body Content
    HTML The HTML Content of this order sheet template. Use the available PlaceHolders to specify the placement of data. Note that the CSS does not have to be in-line and can be specified below. Select a language from the HTML drop-down list in order to translate the content into any active language in your system. If there is no translation set for the customer's language then it will automatically use the English version.
    NOTE: When you are creating the section in the template where ordered items are referenced by placeholders (for example, $$ItemDescription$$, $$OrderItemIDBarcode$$ and $$StockID$$), you MUST wrap the whole section containing all of the placeholders in the following comment placeholders:
    <!-- BEGIN ITEM ROW -->
    <!-- END ITEM ROW -->
    This is so that the IRP knows (a) where the content for items is and (b) what HTML to repeat for each one.
    Note regarding Picking And Packing templates: the $$PickingLocation$$ placeholder is used only for non-kits, as the picking location will always be included for kits anyhow. See the Orders help topic for more information on printing P&P sheets.
    Available PlaceHolders
    PlaceHolders Use the available PlaceHolders to specify the placement of data. Note that the CSS does not have to be in-line and can be specified in the CSS Styles section below. There are a large number of palceholders available to you – here are a few that may require additional explanation:
    For the $$BillingAddressIsEUMemberCountry$$ and $$DeliveryAddressIsEUMemberCountry$$ placeholders, you can use the following Small Translations:
    — 'Yes' - 2548
    — 'No' - 2549
    Using the $$PersonalisedProduct$$ placeholder, you can include personalised product details in Order Sheet Templates. In addition, you can add customer Order Notes using the $$OrderNotes$$ placeholder.
    You can use the $$ShippingManifestName$$ placeholder to display the Manifest Name of the customer's selected Shipping Service, if present. If not present, this will default to the Display Name. This allows you to display the Admin or Manifest Name for a Shipping Method on your Picking and Packing Sheets so that your dispatchers know exactly what service was selected, rather than the customer-friendly Display Name as is displayed on the front end of the website.
    You can use the $$ModelExternal$$ placeholder to display the 'Model External' value set against a model.
    You can use the $$AttributeValue-AttributeID$$ placeholder to include Attribute Values in Order Sheet Templates. 'AttributeID' is the ID of the attribute you want to be displayed for each product and for each item row will display the value associated with the current product for the specified attribute. If no value exists the placeholder will simply be removed.
    You can use the $$PaymentMethod$$ placeholder so that the payement method used is shown (for example, Amazon Pay).
    You can use the $$AdminOrderNotes$$ placeholder to include Admin Order Notes in templates. If no Admin Notes have been added to an order, the placeholder will be replaced with Small Translation 2604 (the default English translation is 'None').
    You can use the $$HSCode$$ placeholder to include item Harmonisation System Codes in Order Sheets. For more information, see the Categories and Models help topics.
    You can use the $$OrderIDBarcodeImageUrl$$ placeholder to render the Order ID Barcode image file URL on the resultant Order Sheet. If an Order ID Barcode image does not exist for the URL, the image will be created before rendering the URL.
    You can use the $$CountryOfOrigin$$ placeholder to display the Country Name of the Country Of Origin set against a Stock item and the $$CountryISOOfOrigin$$ placeholder to display the Country ISO of the Country Of Origin set against a Stock item.
    CSS Styles
    CSS The CSS classes referenced in the HTML above.

  6. When you have entered or updated all of the details, click the Insert Order Sheet Template button or the Update Order Sheet Template button to save the details.
  7. If required, you can now select specific countries to use this Template using the Countries Using This Template tab. Simply select a Country or Countries in the ‘Select Countries’ box and use the Add button to move them into the ‘Countries Using this Template’ box.
  8. Finally, click the Update Order Sheet Template button to save the details.

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