Document Templates
  • 13 Sep 2022
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Document Templates

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Article summary

Required Permissions

An employee must be assigned to the shop with a Shop Admin or Shop Owner Admin role to perform actions referred to in this article.

Overview

The Document Template is a Word document file formatted according to your needs and auto-populated with Merge Fields provided by ShopCtrl.
Both the text, formatting, and images, along with the merge fields replaced by the actual data, will be reproduced by ShopCtrl each time the document will be generated.

When generating the file, ShopCtrl will automatically retrieve the information from the database and replace the placeholders with actual data, taking into consideration the rules and formatting applied to the Word file.

Use Document Templates to create customized documents depending on your customer's or partner's needs.
See Creating and Editing Document Templates, Merge Fields, Collections and Conditions for more information.

Types of document templates

Available Document Template types:

Template NameShopCtrl EntityDescription
InvoiceInvoiceVAT included invoice
VatFreeInvoiceInvoiceVAT-free invoice
Credit InvoiceInvoiceDocument detailing a refund to previously issued Invoice
Reminder1stInvoiceUsed for setting automatic reminders
Reminder2ndInvoiceUsed for setting automatic reminders
Reminder3rdInvoiceUsed for setting automatic reminders
OfferOfferOffer document template
OrderSales OrderSales order document template
PackingSlipOrder ShipmentPacking slip template generated for the sales order shipment
PickListOrder ShipmentPicking list generated for the warehouse department
ShippingLabelOrder ShipmentShipping label template
PurchaseOrderPurchase OrderPurchase order document generated for the supplier
ReturnFormReturnA template for the return form
ProductLabelProductProduct barcode label
StockItemLabelStock ItemStock Item barcode label
WarehouseLocationLabelWarehouse locationWarehouse location barcode label
UndefinedFree to useUndefined