![]() You can drag and drop them on the template. The Toolbox tab contains all the different components and data fields you can add to the document. These are enabled by default for ship notes and picklists. To print serial or batch numbers on sales orders, invoices, ship notes, picklists, assemblies, packing slips, and warehouse transfers, you can select the Include Serial Numbers or Include Batch Numbers checkboxes.You can select the default font name and size which will be used for all components in the template.You will then have options to customise your document and to drag and drop the fields you require from the "toolbox" tab into the document layout on the left hand side.Once you have entered in a name, select "Create".This will then provide you with the chance to create your own template name:. ![]() Please see below an example of Duplicating an Invoice document type: In order for you to customise the document to suit your requirements, you simply need to Duplicate one of the Default Templates.
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