To assign a specific layout to a customer you first need to create or edit your own document layouts. If you're not comfortable with HTML, CSS and Maropost Commerce's B@SE language, Maropost Commerce partners can create one for you.
Example usage: If a specific customer requires a special invoice layout then you can create a custom invoice template that can then be assigned to that customer’s card. All invoices/orders received by the customer will be in this format.
The documents that can be customised are:
- Invoices / Orders
- Adjustment Notes
- Quotes
Tip: Maropost Commerce will automatically convert the HTML versions of the above documents into a PDF document.
Assign a Custom Template to a Customer
You can assign the custom document template that will be used for a customer on the customer's card:
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In your Maropost Commerce control panel navigate to Customers > View customers & prospects.
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Click on the customer you wish to change.
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Scroll down to the Payment details section. Select the template set from the drop down list.
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Click the Save button.
The assigned document template will then be used for all future orders, adjustment notes and quotes for that customer.
Assign a Custom Document Template to an Order/Invoice
You can assign the default document format that will be used for a specific order:
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In your Maropost Commerce control panel navigate to Sales Orders > View Orders.
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Click on the order you wish to change.
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Scroll down to the billing address section and select the document format.
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Click the Save button.
You can now print or send the order/invoice using the new template.