How to customize your PDF and/or Thermal Printer Template

1. Access Template Settings:

• Log into inSitu Sales.

• Navigate to Sales module admin.

• Go to PDF and Printer templates.

2. Select Template:

• Choose the type of document template you want to modify (e.g., invoices, orders, estimates, etc).

3. Edit Template version (PDF or Thermal printer):

• Select the version to modify, PDF works for email or printing in Letter Size printers.  Thermal works for mobile printers like Zebra, Bixolon, etc.

• Use the editor to modify elements such as layout, text fields, variables, and formatting.  

4. Add or Remove Fields:

• Add new fields or remove existing ones as needed. 

• Use placeholders for dynamic content (e.g., customer names, addresses, item lists). The placeholders available are located on the right hand side.  i.e.: {{product_name}}

5. Preview Changes:

• Preview the changes to ensure the template looks as expected.

• Make additional adjustments if necessary.

6. Save Template:

• Click Save to apply your changes.

• The new template will be used for generating PDFs or thermal printer receipts moving forward.

7. Test Template:

• Generate a test document to ensure the template works correctly with your data.