- Adding Product Fields to PDF Templates
This feature allows for customizing product data fields in the PDF templates for clients that want to include detailed product information on Sales Receipts, Purchase Orders, etc.
Below is an example of the standard Sales Receipt template. By default, the following fields are included in the product columns:
- Product Detail
- Notes
- Qty
- Price
- Discount
- Total
![templates-products6.jpg 749](https://files.readme.io/6ec4d70-templates-products6.jpg)
Product Fields can be customized by editing the Product HTML Table located inside the template. This table allows for the insertion of Product Fields selectable from the "Select Fields" dropdown list when Select Field Type is set to Products.
- Select a template to customize under Settings > Templates.
![templates-products1.jpg 976](https://files.readme.io/5151e13-templates-products1.jpg)
- Click Edit.
![templates-1.png 1597](https://files.readme.io/490dd85-templates-1.png)
- Click the Source button located under Template Information.
![template-3.jpg 1557](https://files.readme.io/b126d93-template-3.jpg)
- Clicking this button displays the HTML data that can be edited.
![template-4.jpg 1537](https://files.readme.io/17d7f52-template-4.jpg)
- Scroll down and look for the "sales_order_product_line_items" table. This is the table that can be edited to display barcodes, images, custom field information, etc.
![template-5.jpg 973](https://files.readme.io/8cf81cb-template-5.jpg)
- Follow the format example below to create the new table.
- Enter the column headings (identified with
<th>
) along with product field markers (identified with<td>
) to be displayed in the PDF in this area. - Click Save when finished.
![template-6.jpg 965](https://files.readme.io/d373971-template-6.jpg)
![template-7.jpg 967](https://files.readme.io/5b2be86-template-7.jpg)
- Click Edit to view the new template headings for accuracy. Make changes if needed by selecting "Source" and editing the table.
![template-8.jpg 965](https://files.readme.io/4dcaf11-template-8.jpg)
- Once all changes have been made, create a test order to view the PDF.
![templates-products10.jpg 859](https://files.readme.io/918157b-templates-products10.jpg)
Updated 20 days ago