Create or modify templates for customer-facing and supplier-facing documents, such as customer invoice templates and adding disclaimers to order acknowledgements.
- Click on Master
In the main navigation menu, select the Administration module and click on "Master".
- Click on Define Template
In the "Miscellaneous Codes/ Group 2", click on "Define Template".
- Click on a Template
From the template list, select a template to modify.
- Modify Template
Click on the text boxes to make any edits. HTML code is provided on the same page. Scroll down and click Save.
- Create New Template
In the right corner of the "Define Template" page, click on the green "+ New HTML Template" button.
- Enter Template Information
Write template message inserting the HTML links as necessary. Then, click Save.
- Click on Brands
Another area to modify/create new templates is housed within "Brands". Under Master in the "Branding" section, click on "Brands".
- Click on Active Brand
Select an active brand to modify or create a new brand.
- Enter Messages
Scroll through the brand and insert messages to be applied to various customer/supplier facing documents
- New Messages
New messages auto-populate on all documents.
