Feature Overview: Print Templates

Feature Overview: Print Templates


Print templates let you customize documents and labels generated in Yellow Dog, including purchasing documents, item lists, count sheets, stand sheets, pick lists, and item labels. You can add details such as company logos, billing and shipping addresses, retail prices, and size and color information.

Go to System Setup > Print Templates.

AlertNote: Access to System Setup is controlled by user permissions.

Use print templates when printing:

  • Purchasing documents

  • Item lists

  • Sessions, count sheets, and pick lists

  • Item labels and shelf tags


All client types





Alert
Default templates can’t be edited. To update a default template, create a copy using Create New Based On.

Create a new print template

  1. Go to System Setup > Print Templates.

  2. Select Create New Print Template.

  3. Select a Type to organize the template.

  4. Enter a Description.

  5. (Optional) Resize the page:

    • Right-click the page size area at the top of the editor.

    • Set the Width and Height.

  6. (Optional) Remove headers or footers:

    • Right-click the Header or Footer section.

    • Set the section size to 0.

  7. Add fields:

    • Right-click the grid.

    • Select Insert, then choose a field type.

Edit a default print template

  1. In Print Templates, select the default template.

  2. Select Create New Based On.

  3. Rename the copied template to make it easy to identify.

  4. Add, remove, or update fields as needed.

Field types

You can insert these field types:

  • Data Field: Displays item or document data (for example, SKU, price, or description).

  • Expression: Calculates values at print time (commonly used for purchasing documents).

  • Text: Adds static text.

  • Picture: Inserts an image (such as a logo).

Formatting options

You can format fields using:

  • Font: Typeface, size, bold, italic, underline

  • Format: Change how values display (for example, barcode, dates, or numbers)

  • Alignment: Choose from nine alignment options

  • Border: Add a partial or full border (thin or thick)

  • White on black: White text on a black background

  • Vertical text: Rotates text 90° clockwise

Move and resize fields

  • Drag fields to reposition them.

  • Use the resize handles to change field size.

  • Use keyboard shortcuts:

    • Shift + Arrow keys: Resize the field

    • Ctrl + Arrow keys: Move the field

Additional features

  • Preview shows changes before you save.

  • To change the default number of copies, right-click the Page Size area.

  • To change the unit of measure (inches vs. meters), select the Page Size area.

  • To update sorting, right-click the Group Header.

  • To add a blank write-in box, insert a Text field and leave it empty.

  • You can include billing and shipping addresses on documents. 

    • Addresses can be added in the Store Editor on the Addresses Tab 




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