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CCP - Templates - Creating a Template
CCP - Templates - Creating a Template

Invoice, credit note, proforma invoice, picking list, packing slip, Order confirmation

Chelsea Kelly avatar
Written by Chelsea Kelly
Updated over a week ago

Why would I want to use this guide? - This guide will explain in detail how to create a template which can be used for invoices, credit notes, manual dispatch labels ect

1. Admin Centre

Click “Configuration” from the Admin Centre.

2. Configuration Options

From the configuration options menu click “Letters” and then “Template Editor”.

3. Templates

Existing templates exist in the drop down next to Template Name. You can select one of these if you want to edit it or change to fit a new design.

Click “New” to create a fresh template.

4. Template Editor

1. Language – Select “UK English” from the drop down menu.

2. Template Parent – This should be left blank.

3. Category – Select “General” as the category from the drop down menu.

4. Template Name - the subject that is populated here will be the subject of the email if the template is used to be emailed. If not, you can use this to create a template name

5. Subject – Use the subject field to enter a brief description of the templates function. If this is obvious, simply re-use the template name for the subject field.

6. Source Code – Click the source code button to open a new window in which HTML code can be added in order to generate your template. Check below for some examples of different types of templates that can be created as well as the HTML code required to generate them.

7. View – Click “View” for a drop down menu and select “Preview Template” to see the final result of the template. Bear in mind that some templates, such as those for integrated labels use data that is generated at the point of order, therefore they will not preview correctly.

8. Text – Plain text can be added to templates for generic elements that never change each time the template is used.

9. Variables – Variables are used to elements of the template that do tend to change when a template is used such as order IDs, customer details or even company logo’s if you have multiple brands.

10. Save – Clicking “Save” will commit any changes that have been made.

Finally there is the option for insert, which will allow you to insert tags into the template. These can be used to pull information from the CCP system

(Once you have a template set up, you can then look at the guide for triggers which will guide you through choosing when the templates are used and what triggers them)

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