How Do I Use Templates?

How Do I Use Templates?

Understanding Templates

Templates are customisable options that define how various documents, such as reports, picking lists, receipts, and invoices, are formatted and displayed within Clarus WMS. They control the structure and appearance of these key warehouse documents.


Step-by-Step Guide

1. Purpose of Templates

Templates control the structure and appearance of important warehouse documents. They decide how information is laid out, such as item placement on a picking list, the number of storage units on a label, or the layout of an invoice.


2. Where to Find Templates

Go to the Accounts screen. Select an account, then go to the Default Templates tab. Here, you can choose and apply templates specific to that account.


3. Examples of Common Templates

Some common templates include:

  • Put Away: Controls how storage units containing goods are stored.
  • Receipt Storage Unit Labels: Shows how many pallets are in a storage unit.
  • Picking Note: Displays picking lists, including picked and unpicked items.
  • Pick Storage Unit Labels: Labels for the number of pallets picked for delivery.
  • Dispatch Note: Summarises dispatched pallets and lists the products.
  • Invoice: Displays product costs, sundry charges, and total costs.

4. Customising Templates

Use the dropdown menu within the Default Templates tab to select different templates for each process.


5. Picking Note Templates Example

Different picking note templates can include:

  • Default Template: Lists items without specific order.
  • Picking List by Location: Arranges items alphabetically by location.
  • Picking List by Product: Groups items based on products.
  • Picking List by Picking Type: Separates full and partial picks for easier tracking.

6. Dispatch Note Templates Example

Different templates can change how labels and information are displayed, such as:

  • 4x10 Pallet Label with Logo
  • Retail with Account Logo
  • A4 Portrait Dispatch Note

Each template presents details like pallet numbers, products, and storage units in various formats.


FAQs

What is a template in Clarus WMS?

A template is a customisable option that defines the layout and appearance of documents like picking notes, invoices, and labels.

How do I apply a template to an account?

Go to the Accounts screen, select the account, and choose a template from the Default Templates tab.

Can I change the format of a picking list?

Yes, by selecting different templates, you can arrange picking lists by location, product, or picking type.

What types of documents can use templates?

Templates can be applied to reports, picking lists, receipt labels, dispatch notes, and invoices.

Can I switch between templates easily?

Yes, you can select and switch between templates from the dropdown menu in the Default Templates tab.


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