Customizing the Grid Print Templates

On the Grid Printing subtab of the Grid Preferences page, you can select the standard grid print templates available in your account.

You can further customize the layout of the document by creating custom templates based on these standard grid print templates.

An administrator or developer with knowledge of FreeMarker and JSON codes can create these custom templates.

The following table shows the recommended steps to customize the grid print templates for selected transaction records.

Step	Procedure
1. Download the standard grid print template from the File Cabinet.	To download the standard grid print template: Go to Documents > Files > File Cabinet. Go to the SuiteBundles > Bundle 41296 > src > template > GridPrinting folder. Click the Download link beside the grid print template that you want to customize: wd_gom_template_csgridprintout.xml – for cash sale wd_gom_template_ivgridprintout.xml – for invoice wd_gom_template_pogridprintout.xml – for purchase order wd_gom_template_psgridprintout.xml – for packing slip wd_gom_template_ptgridprintout.xml – for picking ticket wd_gom_template_qtgridprintout.xml – for quote wd_gom_template_sogridprintout.xml – for sales order
2. Edit the template and save as a new custom grid print template.	For information on the available printout fields and grid print template elements, read the following topics: Identifying the Printout Fields Identifying the Grid Print Template Elements
3. Upload the custom grid print template to the File Cabinet.	To upload the custom grid print template: Go to Documents > Files > File Cabinet. Go to the Templates > Grid Printing Templates folder. Click Add File and select the custom grid print template file from your computer.
4. Select the custom grid print template on the Grid Preferences page.	To select the custom grid print template: Go to Lists > Grid Order Entry > Set Grid Preferences. On the Grid Printing subtab, select the custom grid print template you created for the transaction. Click Save. For more information, see Setting Grid Printing Preferences.

Step

Procedure

1. Download the standard grid print template from the File Cabinet.

To download the standard grid print template:

Go to Documents > Files > File Cabinet.
Go to the SuiteBundles > Bundle 41296 > src > template > GridPrinting folder.
Click the Download link beside the grid print template that you want to customize:
- wd_gom_template_csgridprintout.xml – for cash sale
- wd_gom_template_ivgridprintout.xml – for invoice
- wd_gom_template_pogridprintout.xml – for purchase order
- wd_gom_template_psgridprintout.xml – for packing slip
- wd_gom_template_ptgridprintout.xml – for picking ticket
- wd_gom_template_qtgridprintout.xml – for quote
- wd_gom_template_sogridprintout.xml – for sales order

2. Edit the template and save as a new custom grid print template.

For information on the available printout fields and grid print template elements, read the following topics:

3. Upload the custom grid print template to the File Cabinet.

To upload the custom grid print template:

Go to Documents > Files > File Cabinet.
Go to the Templates > Grid Printing Templates folder.
Click Add File and select the custom grid print template file from your computer.

4. Select the custom grid print template on the Grid Preferences page.

To select the custom grid print template:

Go to Lists > Grid Order Entry > Set Grid Preferences.
On the Grid Printing subtab, select the custom grid print template you created for the transaction.
Click Save.

For more information, see Setting Grid Printing Preferences.

To download the standard grid print template:

To upload the custom grid print template:

To select the custom grid print template:

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