# Templates
In Supply’d, **Templates** allow you to create custom designs for labels, spec sheets, and more. Supply’d also provides built-in system templates for labels, product tickets, delivery slips, and other documents if you prefer not to create your own.
This document will guide you through:
* [#creating-a-template](#creating-a-template "mention")
* [#editing-templates](#editing-templates "mention")
* [#removing-templates](#removing-templates "mention")
* [#notifications-tab](#notifications-tab "mention")
* [#creating-a-notification-template](#creating-a-notification-template "mention")
***
## Creating a Template
{% stepper %}
{% step %}
#### Go to Settings
Click on your company name in the top right and select **Settings**.
***
{% endstep %}
{% step %}
#### Select Templates
Scroll down and select **Templates** from the **Settings** menu.
Under the **Documents** tab, you will see a list of **Document Templates**.
{% hint style="success" %}
Templates have colour-coded statuses for easy identification:
- A template you may have created in Supply'd.
- A set Supply'd template.
{% endhint %}
{% hint style="success" %}
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.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Add+
To add a new template click **Add+** in the top right of the **Templates** page.
The **Add Template** form will open.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
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Complete the sections as per the guidelines below:
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{% step %}
### Template Details
**Name\* \[required field]**
Enter a reference name for the template.
**Template Type\* \[required]**
Select the type of template you are creating.
* **Products**
* Product Label
* Product Ticket
* Product Spec Sheet
* Product Recipe
* **Purchase Orders**
* Purchase Order
* **Sales Orders**
* Order Pick List
* Order Pack Slip
* Order Invoice
* Order Shipping Label
* Order Gift Card
* **Quotes**
* Quote
* **Customers**
* Customer Pricelist
* Customer Credit
* **Tubs**
* Warehouse Tub Label
* **Production**
* Production Pick List
* **Orders**
* Order Delivery Slip
* **Deliveries**
* Delivery Run List
**Dimensions\* \[required field]**
Enter the label width and height in millimetres.
***
{% endstep %}
{% step %}
### Template Content
The content and HTML code used for generating this template.
👉 For help see the [Handlebars](https://help.supplyd.co/templating/handlebars) article.
***
{% endstep %}
{% step %}
### 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.
***
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### Advanced Variables
Advanced variables to apply to this template.
**Page Margins (Top/Bottom)**
Enter the margins on the top and bottom of the template in mm.
**Page Margins (Left/Right)**
Enter the margins on the left and right of the template in mm.
**Nutrition Font Size**
Add the font size for the text in the nutrition table.
**Nutrition Width**
Enter the width of the nutrition table in millimetres.
**COOL Font Size**
Add the font size for the text in the COOL (Country of Origin Labelling) label.
**COOL Width**
Enter the approximate with of the COOL label.
{% hint style="warning" %}
This width is ignored for products made outside of Australia.
{% endhint %}
***
{% endstep %}
{% step %}
#### Perform Additional Options
Perform any additional actions, such as generating a sample or customising the template, following the guidelines in the [#additional-options](#additional-options "mention") section below.
***
{% endstep %}
{% step %}
#### Click Save
Click to create your template.
The template will appear in the **Document Templates** list.
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***
## Additional Options
After selecting a template, clicking on the 3 dots on the top right of the **Edit Template** form opens a menu with additional options.
{% hint style="info" %}
The 3-Dot menu on the **Add Template** screen will only have **Generate Sample** as an option.
{% endhint %}
***
### **Generate Sample**
Opens the **Print Label** form to print a sample label/sheet.
**Product\* \[required field]**
Select the product you would like to generate a label for.
**Template\* \[required field]**
Choose the template to use to generate the label.
**Batch**
Select the batch code to print on the labels.
**Copies\* \[required field]**
Enter the number of copies to print.
***
#### **Customisation**
Complete this section to include extra details on the label. If left blank, only the product name and barcode will be printed. For price labels, the product name, price, and barcode will be included by default.
**Font**
Select the font you would like to use in this customisation.
**Barcode**
Choose whether to include a barcode on the label, and if so, select the barcode type from the available options.
**Logo**
Select the logo to use for printing. Only applies to templates which utilise the logo\_image.
**Custom Text**
Enter any custom text to include on the label, up to a maximum of 20 characters. This only applies to templates that support custom text.
Click to print a sample label.
***
### **Duplicate**
Will make a copy of this template.
This is useful if you want a similar label and will just need to change a few fields, for example, the same product but in a different size, or the same product but a different batch number. You will be prompted to save the current template if you have made any changes.
1. The **Add Template** form will open.
2. Give the template a unique name and make any changes required following the guide above,
3. Click to save the new template.
***
### **Remove Template**
Will remove the template.
👉 See [#removing-templates](#removing-templates "mention") below for full details.
{% hint style="warning" %}
System Templates will not have this option and cannot be removed.
{% endhint %}
***
## Editing Templates
{% stepper %}
{% step %}
Click on your company name in the top right and select **Settings**.
{% endstep %}
{% step %}
Scroll down and select **Templates** from the **Settings** menu.
{% endstep %}
{% step %}
Select the template you would like to edit the settings for.
The **Edit Template** form will open.
{% endstep %}
{% step %}
Make any changes required following the guide for [#creating-a-template](#creating-a-template "mention") above.
{% endstep %}
{% step %}
Click to apply your changes.
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{% endstepper %}
***
## Removing Templates
{% stepper %}
{% step %}
Click on your company name in the top right and select **Settings**.
{% endstep %}
{% step %}
Scroll down and select **Templates** from the **Settings** menu.
{% endstep %}
{% step %}
Select the template you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Template**.
You will be asked to confirm.
Click .
{% hint style="warning" %}
System Templates will not have this option and cannot be removed.
{% endhint %}
{% endstep %}
{% endstepper %}
***
## Notifications Tab
The **Notifications** tab allows you to create custom templates for notifications generated in Supply'd.
***
### Creating a Notification Template
{% stepper %}
{% step %}
#### Click Add+
With the **Notifications** tab open, click **Add+** in the top right to create a new notification template.
The **Add Template** form will open.
Complete the sections as per guidelines below:
***
{% endstep %}
{% step %}
### Template Details
**Name\* \[required field]**
A reference name for the template.
**Template Type\* \[required field]**
The type of template you are creating.
Select one of the following:
* **Purchases**
* Purchase Order Notification
* **Orders**
* Sales Order Notification
* Order Ready For Pick-up
* Order Delivery Estimate
* Order Delivery Completed
* Order Delivery Failed
* Order Invoice
* Order Quote
* Order Recall Notice
**Method\* \[required field]**
Select the delivery method for this template - either **Email** or **SMS**.
{% hint style="info" %}
Note that HTML is not supported for SMS delivery.
{% endhint %}
**Subject\* \[required field]**
The subject for the email being sent. Supports all valid handles for the template type.
{% hint style="info" %}
The **Subject** field will only show when **Email** is selected in **Method**.
{% endhint %}
***
{% endstep %}
{% step %}
### Template Content
Complete the **Template Content** section as per [#template-html](#template-html "mention") above.
***
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{% step %}
### Template Handles
Complete the **Template Handles** section as per [#template-handles](#template-handles "mention") above.
***
{% endstep %}
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#### Send a Test Notification
If desired, you can send a test notification to check that it’s working correctly.
👉 Follow the instructions below for [#generating-a-sample-notification](#generating-a-sample-notification "mention").
***
{% endstep %}
{% step %}
#### Save
Click to create your template.
{% endstep %}
{% endstepper %}
***
### Generating a Sample Notification
{% stepper %}
{% step %}
#### Select Send Test
Click on the 3 dots in the top right of the **Add Template** form and select **Send Test**.
{% hint style="success" %}
If this is an existing template:
1. Select the template.
2. Click on the 3 dots in the top right.
3. Select **Send Test** from the menu.
{% endhint %}
The **Generate Sample** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Order\* \[required field]**
Select the order(s) that you would like to generate a test notification for.
**Template\* \[required field]**
Select the template to use to generate the document.
**Send To\* \[required field]**
Select the person you would like to send the sample email or SMS to.
***
{% endstep %}
{% step %}
#### Click Send Test
Click to send a sample notification.
{% endstep %}
{% endstepper %}
***
### Editing & Removing Notification Templates
Custom notification templates can be edited or removed in the same way as described above in [#editing-templates](#editing-templates "mention") and [#removing-templates](#removing-templates "mention").
- A template you may have created in Supply'd.
- A set Supply'd template.
{% endhint %}
{% hint style="success" %}
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.
{% endhint %}
to create your template.
The template will appear in the **Document Templates** list.
to print a sample label.
***
### **Duplicate**
Will make a copy of this template.
This is useful if you want a similar label and will just need to change a few fields, for example, the same product but in a different size, or the same product but a different batch number. You will be prompted to save the current template if you have made any changes.
1. The **Add Template** form will open.
2. Give the template a unique name and make any changes required following the guide above,
3. Click 
.
to send a sample notification.