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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 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

1

Go to Settings

Click on your company name in the top right and select Settings.


2

Select Templates

Scroll down and select Templates from the Settings menu.

Under the Documents tab, you will see a list of Document Templates.


3

Click Add+

To add a new template click Add+ in the top right of the Templates page.

The Add Template form will open.

Complete the sections as per the guidelines below:


4

Template Details

Name* [required field]

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

  • 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]

Label width and height in millimetres.


5

Template Content

The content and HTML code used for generating this template.

👉 For help see the Handlebars article.


6

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.


7

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.


8

Perform Additional Options

Perform any additional actions, such as generating a sample or customising the template, following the guidelines in the Additional Options section below.


9

Click Save

Click to create your template. The template will appear in the Document Templates list.


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.

The 3-Dot menu on the Add Template screen will only have Generate Sample as an option.


Generate Sample

Opens the Print Label form to print a sample label/sheet.

Product* [required field]

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 field]

The template to use to generate the label.

Batch

The batch code to print on the labels.

Copies* [required field]

The number of copies to print. Either type the number or use the arrows.


Customisation

Fill out 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. If you do, select the barcode type you want to use from the available options.

Logo

Select the logo to use for printing. Only applies to templates which utilise the logo_image.

Custom Text

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. You will be asked to confirm.


Editing Templates

1

Click on your company name in the top right and select Settings.

2

Scroll down and select Templates from the Settings menu.

3

Select the template you would like to edit the settings for.

The Edit Template form will open.

4

Make any changes required following the guide for Creating a Template above.

5

Click to apply your changes.


Removing Templates

1

Click on your company name in the top right and select Settings.

2

Scroll down and select Templates from the Settings menu.

3

Select the template you would like to remove.

4

Click on the 3 dots in the top right and select Remove Template. You will be asked to confirm.


Notifications Tab

The Notifications tab allows you to create custom templates for notifications generated in Supply'd.


Creating a Notification Template

1

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:


2

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 from the drop-down menu:

  • 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.

Note that HTML is not supported for SMS delivery.

Subject* [required field]

The subject for the email being sent. Supports all valid handles for the template type.

The Subject field will only show when Email is selected in Method.


3

Template Content

Complete the Template Content section as per Templates above.


4

Template Handles

Complete the Template Handles section as per Template Handles above.


5

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.


6

Save

Click to create your template.


Generating a Sample Notification

1

Select Send Test

Click on the 3 dots in the top right of the Add Template form and select Send Test.

The Generate Sample form will open.


2

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.


3

Click Send Test

Click to send a sample notification.


Editing & Removing Notification Templates

Custom notification templates can be edited or removed in the same way as described above in Editing Templates and Removing Templates.

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