Adding a Custom Bill of Lading Template

You can add custom bill of lading templates for master as well as stand-alone bill of lading from the Add Bill of Lading Template page. The template name and its script ID can be determined from the Advanced PDF/HTML Templates page. After you add the templates, they are available for selection in the Master BOL and Standalone BOL dropdown lists on the Print Bill of Lading page.

You must have an Administrator role permission to perform these actions.

To add a custom bill of lading template:

1. Go to Transactions > Sales > Bill of Lading Templates.

2. In the Bill of Lading Templates page:

   1. (Optional) To save as a master bill of lading template, select Master BOL from the Template Type dropdown list.

   2. In the Name field, enter the name of the template.

   3. In the Script ID field, enter the script ID of the template in uppercase.

   4. Click Add.

Note:

Make sure you enter the exact template name and script ID. To avoid error, copy the template name and script ID from the Advanced PDF/HTML Templates page. The page is accessible from Customization > Forms > Advanced HTML/PDF Templates.

Related Topics

• Managing Bill of Lading Templates
• Creating a Custom Bill of Lading Template
• Removing a Custom Bill of Lading Template

General Notices