Logos and per-customer templates

Summary

Documents can carry three kinds of image: the warehouse logo, the customer logo and a template's own images (a stamp, a scanned signature). On top of that, each customer can have their own formats, which win over the general ones, and a list of which documents are offered for printing.

All of this requires the Manage Document Templates permission (by default, admins) and the documents module.

The warehouse logo

Today it is uploaded from the template editor:

1. Open any template in the editor.
2. Place an Image element (or select one).
3. In Image source choose Warehouse logo.
4. Tap Upload image (or Replace image) and choose the file: JPG, PNG, GIF, WEBP or SVG, under 4 MB.

The logo is one per warehouse: uploading another replaces the previous one in every template that uses it, instantly. Besides documents, the visitor kiosk and the emails the system sends use it too.

The customer logo

1. Open a template that has a customer selected (in its settings).
2. Place an Image element with Client logo.
3. Tap Upload image.

The logo is stored on the customer, not on the template: it serves all their templates and, in a global template with Client logo, each document comes out with its own customer's logo. If the template has no customer, the editor asks you to "Pick a client first to set its logo".

A template's own images

With Uploaded image the image belongs to that template only. It can only be uploaded after the template has been saved once ("Save the template first to upload its own images"). When you duplicate a template, the copy does not take its own images: the element stays but prints blank until you upload the image again in the copy. Check the preview after duplicating.

A customer's own templates

A customer with demanding formats (their own bill of lading, labels with their barcode) can have their own templates. They win over the global ones for that customer only.

1. Open the customer profile, Documents tab.
2. Under This client's templates you see the ones they have, with their default or inactive marks. If there are none, it says they use the global ones.
3. Tap New template for this client: it opens template creation with the customer already selected.

The other route is to duplicate a global one in Document Templates and change its customer. See Managing document templates.

Documents this client uses

On the same tab, Documents this client uses decides which types show up as print options on their receipts and shipments. Check the ones you want and save. If none are checked, all are offered.

This only changes the print buttons: automatic generation on confirm or close stays the same.

Example

Pacific Brands wants its bills of lading to carry its logo and a stamp, and does not want product labels:

1. You duplicate the global bill of lading, change the customer to Pacific Brands and save it.
2. In the editor you place an image with Client logo and upload their logo; another with Uploaded image and upload the stamp.
3. You check the preview (it needs at least one Pacific Brands shipment) and set it as default.
4. On their profile, Documents tab, you check goods received note, bill of lading and packing list, and save.

From then on, their closed shipments go out with their bill of lading, and product labels no longer show up on their receipts.

Troubleshooting

Frequently asked questions

How do I remove a logo?

Remove the image element from the template. Deleting the warehouse or customer logo file has no button on screen; if you need it, write to us.