You can customize the template for a specific delivery note (DN) from the
Settings widget and the
Print Delivery Note screen.
- Follow these steps to change the template from the Settings widget in the Summary View:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Delivery Notes module.
- Open a delivery note.
- In the Summary View, Click the Settings widget.
- Click the Template Applied dropdown.
- Choose the template.
The new template will be applied to the DN document in the Summary View.
- Follow these steps to change the template of a DN from the Print Delivery Note screen:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Delivery Notes module.
- Open any delivery note.
- Click the More button.
- Click the Print icon.
- Select a template from the list of all available templates.
- You can perform any of the below options to view the applied template on the DN document:
- Edit & Export - You can edit the document and export the DN to your local system.
- Email with PDF - You can email the DN as a PDF to the contact.
- Print - You can print the DN and keep a hard copy.
- Save as PDF - You can save the DN a PDF on your local system.
The template will be applied temporarily to the DN.
To learn more about Delivery Notes, click
here.