The Settings - Templates page can be used to create, copy, edit, and delete templates used for Packing Lists. It can also be used to acquire and store images, including logo images, that can be printed on Packing Lists.
Managing Packing List Templates
To manage Packing List templates:
Display the Settings - Templates page (SETTINGS > ACCOUNT SETTINGS > Templates).
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Do one of the following;
To create a new Packing List template from "scratch," click Add Template.
To create a Packing List template based on an existing template, click copy (located next to the existing template name). This is often the quickest way of creating a Packing List template.
The template editor is displayed. The template's Name is shown as "New Template" or includes "Copy of". Enter a unique Name for the template.
Select the Page Size and Orientation.
If you want Descartes ShipRush to print the corresponding labels along with the Packing List, select Integrated Packing List. For example, if the printout is on an 8.5 x 11 sheet, with the Packing List on the right and a peel-and-stick label on the left, selecting Integrated Packing List tells ShipRush to print those items simultaneously when using this template.
To add a field to the template, first position the cursor at the desired location. Pressing ENTER moves the cursor to the next line. Click the field's title (located under Order or Shipment). The field is displayed at the cursor's location.
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These options are available:
Display the editor full-screen: Click
Move a field: Double-click the field to select it, and then use cut-and-paste
Delete a field: Double-click the field to select it, and then press DELETE
Formatting: Click the corresponding button to select a formatting option (Style, Format, Font, Font size, bold, italics, numbering, or bullet)
Insert an image, a table, a horizontal line, or a link: Click the corresponding toolbar button
Display the template's editable source code: Click Source
To preview the template in your browser, click Preview Page. The delete, copy, and edit options are available for templates created in the editor. The base templates (provided by Descartes ShipRush) can be copied, but cannot be modified or deleted.
Tip: See Template Editor to learn more about the editor.
Managing Logos and Images for Packing List Templates
The Settings - Templates page can be used to acquire and store images, including logo images, that can be printed on the Packing List.
Image Upload Format suggestions:
- PNG Format (BMP supported)
- Black and White
- Minimum Size: 200x100 pixels
- Maximum Size: 2000x800 pixels
- Suggested Size: 800x360 Pixels
To manage Packing List templates:
Display the Settings - Templates page (SETTINGS > ACCOUNT SETTINGS > Templates). Scroll to the Packing List Images pane.
Click Add Image. The add image dialog is displayed.
Drag the filename to the "Drag file here" box. Optionally, click Choose File, browse for and select the image file, and then click Open. Descartes ShipRush Web assigns a name to each image file imported into the Packing List Images pane. For example:
To add more image files, repeat steps 2 and 3. A delete link, if needed, is located next to each image.