PDF templates define the layout used when emailing and exporting stock orders from Inventory Planner. You can create custom templates, assign them to specific stock order types (purchase, transfer or assembly orders), or tailor them for specific vendors.

To manage your PDF templates, go to Account > Settings > Templates.

To create a new PDF template, click + Add template. Enter a template name into the resulting box.

Alternatively, if you already have a template set up, you can clone it to a new template by clicking the copy icon:

To remove a template, click the delete icon beside the template name:

Once a template is removed, it is permanently deleted.

Note that you cannot remove a template if it has been set as the default template for a stock order type.

To edit a PDF template, click the template's name. The template editor will open, where you'll find the following tabs:

The General tab contains options to configure broad details about your template, including some default behavior.

Use the Headings tab to customize the top section of your PDF.

In the Addresses and order notes section, you can customize the titles of the address and notes fields which appear in the template header.

You can also choose additional fields to display. They'll only appear in the PDF if populated in the order itself.

Click + Add field to choose from the following fields:

Once added, you can rearrange the order of the fields by dragging and dropping them into place.

In the Line items tab, you can customize the table that displays the order line items.

In the Columns section, click + Add field to add a column.

For each column, you can configure:

Once added, you can rearrange the order of the columns by dragging and dropping them into place.

In the Line items tab, you can enable matrix view to group variants in a grid by size, color, or other options.

For example, if you enable matrix view by size, a product with size variants of S, M, L and XL will appear in a single row instead of in four separate rows. Other options, such as color, will still display in separate rows.

Only use matrix view if all the variants in the group share the same cost price, discount, and tax.

Any unique values (e.g. SKU, vendor reference, barcode) can't be displayed in this format unless they're the same for all variants in the group.

Disable the "Matrix view" toggle to list each variant individually.

In the Footer tab, you can customize how the order totals are labeled.

You can also enter a custom footer to appear below the totals, which can be used to include contact details or purchase order terms. You can specify a font size in pixels and an alignment for the footer.

In Account > Settings > Templates, beneath your list of templates, you can set default templates for each order type.

You can also assign specific templates to vendors by updating the vendor's settings. Learn more about updating vendor settings here.

Learn more about sending purchase orders to vendors here.