Template Setup

Objective

  • Allow different types of document templates to be created.
  • Give Sellers invoice or shipping label templates that they can adapt them in their own Seller Center interfaces.
  • Allow admin users to specify which templates can be edited by Sellers.
  • Once a Seller user has edited and enabled a template, that personalized template is used (depending on what type of template it is [for invoices, shipping labels or package slips]).
  • The shipping label can be adapted for a specific shipment provider.
  • The invoices can be adapted for specific payment methods.
  • Product Preview template can be created.

 Types

Seller Center allows the creation of multiple documents related to order processing.

Type Explanation Implication
Invoice Invoice that is added to the package and sent to the customer. Package needs to be created (with shipment provider)
Shipping Label Label to put on the package so that it can be delivered to the customer. Package needs to be created (with shipment provider).
Carrier Manifest Document template can be printed for drop shipping orders, which contain a shipment provider and a tracking code. Paper that the shipment provider signs to indicate that they picked up the packages for the orders at the Seller’s place. It serves as proof that a shipment provider received ordered goods for delivery. Package needs to be created (with shipment provider).
Picklist Amount list of order items that should be picked in the Seller’s warehouse to pack the packages and proceed with order processing. Package needs to be created (with shipment provider).
(Stock) Checklist Similar to the picklist, except that no packages is created and the Seller can check if enough stock is in the warehouse before order processing starts. Then, they can decide which orders can be fulfilled. No package is created.
Crossdocking Manifest  Shipping summary of multiple orders that are processed by the Seller and sent to the Shop warehouse (orders are processed as “Cross-docking”). Further information can be found here.
Credit Note Similar as the invoice document except that it prints the data from returned order items, thus functioning as a reverse invoice.

  • It only works in combination with a Manifest.
    • A return Manifest needs to be created for the orders so that the credit note can be generated.
 Serial Number  Document to assign a specific code to each product in order to identify them. Needed especially for reusing products after returns.

Template Setup

Step Description Image
1 An overview of all templates is available under Administration > Content Management > Document templates document_template_overview
2 Click “Edit” for a specific template or “Go” after selecting a new template. document_template_overview2

3

Disable editing by Sellers.

Screen Shot 2015-01-19 at 11.12.21

4

Set up document templates with a limited scope.

Shipment provider and payment methods need to be properly set up.
Screen Shot 2015-01-19 at 11.29.05

5

Overview of document templates (found in settings) so the Seller can use and edit them to suit their purposes.

Screen Shot 2015-01-19 at 11.57.58

 

Scopes

The following table explains the usage of the different scopes. “Global” scope applies to all three types.

Scope

Usage

 Global

Default usage when no other template is configured

Payment Method

The selected option is used when printing invoices/package slips for orders that were paid with the selected payment method. This means that if each payment method needs to have a customized document template for their invoice and/or package slip, each template needs to be created individually.

Example:
Scope: “Payment Method” = “Cash On Delivery”

Template is only used for orders that have “Cash on Delivery” set as the payment method. This template is used for all Sellers.

Shipment Provider

The selected option is used when printing shipping labels for orders that are shipped with the selected shipment provider. This means that if each shipment provider needs to have a customized document template for their invoice and/or package slip, each template needs to be created individually.

Example:
Scope: “Shipment Method” = “Aramex”

Template is only used for orders that are shipped with the shipment provider “Aramex.” This template is used for all Sellers.

### Priority of Scopes If the order matches a document template with a scope, it will be used instead of the global document template. The shipment provider scope always has priority over the payment method scope. So if an order matches two different document templates with the payment method and the shipment provider scope, the latter will be used.   ## Placeholder Groups In the document templates, a [variety of placeholders][2] are available. * Since many placeholders are related to specific areas (e.g., addresses or finance), those placeholders are grouped together.
Currently available groups are:

  • Barcode data
  • Billing address data
  • Customer data
  • Invoice data
  • Malaysia taxes data * (only relevant for Lazada)
  • Order (general order information)
  • Order item table (please see below)
  • Seller data
  • Shipping address data
  • Shipping data
  • Total data (sums of different fields)
  • Other data
doc_templ_placeholder
In order to use a placeholder, please click on the group name (e.g., “Customer data”) doc_templ_placeholder2
Select the corresponding placeholder that should be added to the template by clicking on the placeholder name. doc_templ_placeholder3
  ### Order Item Table The order item table can contain a large amount of different data, and in order to make it more customizable, it is placed within an extra group. * This makes it easier to decide in which columns (and in which order) the order data is displayed to Sellers and customers.
# Description Image
1 The order item table is added where the cursor is located within the template editor.
2 Expand the group “Order item table”
3 Click on the placeholder you want to use as the first column.
4 A table with this first column is added to the document template. FirstColumn
5
  • By clicking on an existing name of a placeholder that is already used in the table, this placeholder is removed.
  • By clicking on a different name of a placeholder, it is automatically added to the table.
6

Optional:

There is the possibility to have parts of the order item table listed not as a table, but as a comma-separated list.

In order to achieve this, some adaptions within the HTML code of the template need to be done:

  1. Switch to HTML view of the editor (use the last icon in the second row).
  2. Scroll to the section where you want to add the list.
  3. Enter the following HTML example into the list: 
<div class="container datagrid">
   Item IDs: 
   <span class="no_last_comma">{{#order_item_table}}<span>{{item_id}}</span><span>, </span>{{/order_item_table}}</span>

   <br />
   Item Names: <span class="no_last_comma">{{#order_item_table}}<span>{{item_name}}</span><span>, </span>{{/order_item_table}}
   </span>

</div>

 

Resultitem_list_shipping_label

 

 

 

 

Frequently Asked Questions

+-Why is there no content in the order item table?

This can often be a result of editing a template containing an order item table. To check if the formatting of the table is correct:

  • Go to Content Managemant > Document templates and edit the desired template
  • Click on the edit HTML button: Edit HTML Button
  • Check that the following tag is used before the start of the tag defining the table row that will contain the order item information (not the headers of the table): 
    {{#order_item_table}}
  • And that the following tag is used at the end of the row (): 
    {{/order_item_table}}

For Example: 

<div class="container datagrid">{{#order_item_table}}
<table border="2" class="order_item_table"> 
    <thead> 
        <tr> 
           <td class="item_sku"><strong>SKU</strong></td> 
           <td class="item_price"><strong>Price</strong></td> 
        </tr> 
    </thead> 
    <tbody> 
    {{#order_item_table}} 
        <tr> 
           <td class="item_sku">{{item_sku}}</td> 
           <td class="item_price">{{item_price}}</td> 
        </tr> 
    {{/order_item_table}} 
    </tbody> 
</table> 
</div>