This guide will take you through the process of creating templates that automate various documents you require such as invoices or packing labels.
Creating your own custom templates with placeholders for key data allows CCP to send documents on your behalf automatically filled in with the data you require.
In addition CCP can send conditional emails that are sent only when certain criteria is met. For example, if a certain product is ordered or the order is over a certain value.
Because this section is both powerful and very flexible, creating templates and applying the correct filters to ensure they are triggered at the right point with the data you require can be a complex operation. Therefore if you require any help with this section please speak the CCP support team.
1. Admin Centre
Click “Configuration” from the Admin Centre.
2. Configuration Options
From the configuration options menu click “Letters” and then “Template Editor”.
1. 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.
2. 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 – Give your template a clear name to distinguish it from the others and to ensure you can easily assign it to the relevant trigger later on.
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.
5. Configuration Options – Letters
In order for a template to function correctly, it requires a trigger to tell the system when to use it and under what circumstances. While this is a requirement of templates, it also offers further customisation.
The triggers page allows you to link a template with a specific trigger in order to determine when the template should be used. Any previously created links will be displayed along with the option to change the method and the various filters. Using filters allows you to set the template link to apply only to certain conditions such as specific sales channels or countries.
Scroll down to create a new template link.
7. New Template Link
1. Trigger – Choose the trigger from the drop down menu that you want to link to your template. These triggers are pre-generated for you and point to any of the specific jobs you could want a template to cover. What you choose depends on the nature of the template, so if you are unsure speak to your project manager or our support team for advice.
2. Template – All previously created templates will appear in the drop down menu. Select the one you want to link to.
3. Method – This tells the system what to do with the template at the point of triggering. For example, a template for a dispatch label is mostly likely going to be printed, so the method would be “PrintQueue”, while a template for an invoice to be emailed automatically to customers upon making an order would have the method set to “Email”. Select the method relevant to the template you are linking depending on the desired result.
4. Save Changes – Click here to confirm your selection and save the template link.
8. Example Template Source Code
Below you can find some example templates which can use or edit for your needs.
1. Copy / Paste – Copy the source code from the examples below and paste them into the source code box as shown in step 4.
2. Continue – Click “Ok” to confirm the entry of your code and continue. You will be taken back to the template description page where an easily editable version of the template will be shown.
9. Packing Slip Template
This template is a basic, but well presented packing slip that would typically be printed and packed with an order.
10. Packing Slip Preview
11. Pick List Template
This template generates a pick list which could be used for warehouse staff to quickly pick items required for an order, and includes a barcode for easy scanning.
12. Pick List Preview
13. Proforma Invoice Template
This template generates a proforma invoice which can be used for trade customers who do not pay upfront.
14. Proforma Invoice Preview
15. Returns Form Template
This template generates a returns form which is clear and user friendly for customers to explain the issues they are having with the products they are returning so they can be quickly dealt with.
16. Returns Form Preview
17. Basic Invoice Template
This template generates a basic customer invoice which can be used in a variety of ways.