Templates
Creating a template in Supply'd saves time, ensures consistency, and simplifies tasks by allowing you to quickly reuse pre-set information for faster, more accurate operations.
In Supply'd, Templates allows you to create your own custom templates for labels, spec sheets, etc. Supply'd also has set system templates for things such as labels, product tickets, delivery slips etc., if you don't want to create your own.
This document will guide you through:
Notifications templates
Creating a Template
To create a template to use with Supply'd, click on your company name in the top right and select Settings.
Scroll down and select Templates from the Settings menu.
Under the Documents tab, you will see a list of templates. Anything you may have created in Supply'd will show as CUSTOM. A set Supply'd template will show as SYSTEM.
You can reorder the list by clicking and dragging the three lines next to a template to move it to your preferred position, such as placing frequently used templates at the top.
To create a new template, click on Add +, the Add Template form will open.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
Complete the fields as per the guidelines below:
Template Details
Name* [required]
A reference name for the template.
Template Type* [required]
The type of template you are creating. Select one of the following from the drop-down menu:
Products
Product Label
Product Ticket
Product Spec Sheet
Product Recipe
Orders
Order Pick List
Order Pack Slip
Order Invoice
Order Shipping Label
Order Gift Card
Order Delivery Slip
Quotes
Quote
Customers
Customer Pricelist
Tubs
Warehouse Tub Label
Production
Production Pick List
Deliveries
Delivery Run List
Dimensions* [required]
Label width and height in millimetres.
Template HTML
Template Handles
A list of available handlebars for this template. The list may vary depending on the Template Type chosen above. Not all fields may have content for all templates.
Advanced Variables
Advanced variables to apply to this template.
Page Margins (Top/Bottom)
The margins on the top and bottom of the template in mm.
Page Margins (Left/Right)
The margins on the left and right of the template in mm.
Nutrition Font Size
The font size for the text in the nutrition table.
Nutrition Width
The width of the nutrition table in millimetres.
COOL Font Size
The font size for the text in the COOL (Country of Origin Labelling) label.
COOL Width
The approximate with of the COOL label. This width is ignored for products made outside of Australia.
Save
Editing Templates
Clicking on a template in the Templates list will open the Edit Template form.
Make any changes required following the guide for Creating a Template above.
Additional Options
After selecting a template from, clicking on the 3 dots on the top right-hand corner of the form opens a menu with additional options.
Generate Sample
Opens the Print Label form to print a sample label/sheet.
Product* [required]
The product you would like to generate a label for. Pick from a list of all products you have entered in Supply'd.
Template* [required]
The template to use to generate the label.
Batch
The batch code to print on the labels.
Copies* [required]
The number of copies to print. Either type the number or use the arrows.
Customisation
Font
Whether or not to include additional details on the label. None will print just the product name and barcode. Price will have the product name, price and barcode. Custom text will allow you to include your own text along with the product name and barcode.
Barcode
Whether or not to include a barcode on the label. If including which barcode type would you like to use and include.
Logo
The logo to use for printing. Select from the drop-down. Only applies to templates which utilise the logo_image.
Custom Text
Custom text to include on the label. Maximum of 20 characters. Only applies to template which utilise custom text.
Click PRINT to print a sample label.
Duplicate
Removing a Template
Remove the template. You will be asked to confirm.
System Templates will not have this option.
Notifications
The Notifications tab allows you to create custom templates for notifications generated in Supply'd.
To create a new template, click on Add +, the Add Template form will open.
Complete the fields as per guidelines below:
Template Details
Name* [required]
A reference name for the template.
Template Type* [required]
The type of template you are creating. Select one of the following from the drop-down menu:
Order Purchase
Order Pick-up
Order Delivery Estimate
Order Delivery Fail
Method* [required]
The method of delivery for this template. Select either Email or SMS from the drop-down menu. HTML is not supported on SMS delivery methods.
Subject*
The subject for the email being sent. Supports all valid handles for the template type.
Complete the Template Content section as per Template HTML above.
Complete the Template Handles section as per Template Handles above.
Clicking on the 3 dots in the top right will bring up a menu with the option of Send Test.
Clicking this will open the Generate Sample form.
Order* [required]
The order(s) that you would like to generate a sample document for. Select from the drop-down menu.
Template* [required]
The template to use to generate the document. Select from the drop-down menu.
Send To* [required]
Select the person you would like to send the sample email or SMS to.
Custom templates can be edited or removed is the same way as described above.
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