Note: The information in this topic provides auxiliary template information. The following topics provide step-by-step instructions for creating the respective template: Managing Email Notification Templates, Managing Packing List Templates and Images, and Managing Tracking Page Templates.
The Template Editor can be used to fully customize your Email Notifications and Packing Lists. Do the following:
Display the Templates page (SETTINGS > ACCOUNT SETTINGS > Templates).
-
Do one of the following to open the Template Editor:
In Email Templates, Packing List Templates, or Tracking Page Templates, click Add Template.
Select an existing template by clicking copy.
The Template Editor is displayed:
In the Template Editor, you can modify the:
Content, such as adding or removing text and fields, inserting your company's Terms & Conditions or Tracking Number, or removing existing merge codes
Layout of the template, such as adding or removing content blocks, moving fields and information, and adding tables
Formatting by adjusting the font type, font size, or indentation, or by creating numbered or bulleted lists, as well as other options
Most changes and additions can be made quickly and easily. Modifications that are more involved may require HTML knowledge and editing the template's HTML source code.
Merge Codes
Merge codes are special commands that begin with @. They allow the information in each Email Notification or Packing List to reflect the data from a specific Order. The common merge codes are listed at the right side of the Template Editor (see above graphic). To insert a merge code, simply click its name.
For example, if you enter @PostalCode, the Email Notification or Packing List shows the actual Postal Code from the Order (for example, 33709-1235). Additionally, you can enter a label, such as "Postal Code:", at left of @PostalCode. The Email Notification or Packing List shows: Postal Code: 33709-1235.
Each merge code is replaced with the corresponding information from the Order. They can include the Package Weight, Shipment Date, Tracking Number, Web Store Name, and many other types of information.
Modifying Template by Editing HTML
To edit the HTML code for the template or insert a customized HTML template, click Source in the Template Editor. This option can provide additional control over the formatting of the template. However, you can create professional templates without working in the HTML code.
Tip: When editing HTML, be sure to replace appropriate content with the corresponding merge codes.
Warning: Descartes ShipRush support is not able to assist with customizing templates at the HTML/source level.
Adding Custom Barcodes To Packing List Template
A special merge code is available to create a barcode in your Packing List template. These barcodes can scan for any type of information, but are limited to letters, numbers, and "-". Other special symbols do not work properly with barcodes.
The basic barcode merge code format is: @Model.Barcode("Barcode Type", Barcode Content).
The Barcode Content can be regular text (for example, your contact phone number), but more commonly it is used to fill-in another merge code (for example, the Order Number or Part number). Any merge code that works in a Packing List template can also work in a barcode.
Examples:
The barcode scans your Order Number: @Model.Barcode("Code93", Order.OrderNumber)
The barcode scans your item's SKU: @Model.Barcode("Code93", Item.ExternalID)
Tip: The @ symbol is not needed for merge codes inside the parenthesis. The @ located outside of the parenthesis (at far left) is needed.
Barcode Types
There are many different types of barcodes. "Code93" is a common barcode choice. The following types of barcodes are also available:
Code128
Code39
Postnet
UPCA
EAN8
ISBN
Codabar
I2of5
Code93
EAN13
JAN13
Bookland
UPCE
PDF417
PDF417Truncated
DataMatrix
QRCode
Aztec
Planet
EAN128
GS1_128
USPSSackLabel
USPSTrayLabel
DeutschePostIdentcode
DeutschePostLeitcode
Numly
PZN
OpticalProduct
SwissPostParcel
RoyalMail
DutchKix
SingaporePostalCode
EAN2
EAN5
EAN14
MacroPDF417
MicroPDF417
GS1_DataMatrix
Merge Code Elements
Shipment Merge Codes |
|
Shipment.Carrier |
Shipping Carrier |
ServiceTypeAsString |
Shipping Service |
ShipDate |
Embed this in a formatting function, like this:
@Convert.ToDateTime(Model.Shipment.ShipDate).ToString("d")
@Convert.ToDateTime(Model.Shipment.ShipDate).ToString("D")
@Convert.ToDateTime(Model.Shipment.ShipDate).ToString("U") |
ShipmentNumber |
Tracking Number |
WebstoreName |
Webstore Name |
WebStoreTypeProper |
WebStoreType human readable, E.g. eBay Shift4Shop, etc |
WebstoreType |
WebStore Type e.g. ebay, Shift4Shop, etc (always lower case) |
Shipment.BOLNumber |
LTL Related: Bill of Lading Number |
Shipment.PRONumber |
LTL Related: PRO Number, the tracking number for the shipment |
Order Merge Codes |
|
OrderDate |
Embed in a formatting function, as above with ShipDate. E.g.
@Convert.ToDateTime(Order.OrderDate).ToString("d") |
OrderNumber |
Order number |
AlternativeOrderNumber |
Alt. Order number |
OrderId |
Internal Order ID (GUID of order within Descartes ShipRush) |
ExternalTransactionId |
ID of Transaction, order belongs to |
ExternalID |
External order ID |
ShipMethod |
Shipping method requested |
IsShipped |
True if order is shipped, False, if not |
IsCancelled |
True if order was cancelled, False, if not |
PackageActualWeight |
Order Weight |
ItemsTotal |
|
ItemsTax |
|
ShippingChargesPaid |
|
Total |
Total for the whole order |
Comments |
|
BillingAddress |
|
ShippingAddress |
|
@Model.ProcessLineBreaks(item.Name) |
For long blocks of text that have line breaks |