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How to add Component Products to an Invoice Template

Edit the Payment and Footer Details in Doc Designer?

Import Doc Designer templates for different document types

Manage decimal places on Doc Designer templates

Include currency on Doc Designer templates

You can find more information regarding Doc Designer, including some handy video tutorials, see Doc Designer.

How to add Component Products to an Invoice Template

If a Sales Order includes products that have been assembled from the Sales Order, you can include the components used to create the assembled products on your Invoice and Sales Order documents. 

NOTE: Components will only be populated if an Assembly has been created and completed from the Sales Order line. 

To include an Assembly's components in a Sales Order or Invoice template:

1. From Unleashed's main menu, go to Settings, Doc Designer and select Sales Orders or Invoices.
2. Use the Template dropdown menu to select the template you're updating, it cannot be Formal or Classic. 
3. Select the LinesGrid component in the template's layout.
4. Go to the Component tab.
5. In Headers, find and select ComponentProducts.
6. Tick the Visible checkbox.
7. Select Save and Publish.

From then on, the components and quantities used in the Sales Order's Assembly will be populated when the template's printed or emailed. 

Edit the Payment and Footer Details in Doc Designer?

The text that populates in the Footer Details and Payment Details components on a Doc Designer template are populated from the Footer Details field in your account's settings. 

To edit the Payment and Footer Details in Doc Designer for Sales:

1. From Unleashed's main menu, go to Settings, Company and select the Invoicing tab. 
2. Update the Footer Details field.
3. Click Save. 

To edit the Payment and Footer Details in Doc Designer for Purchases:

1. From Unleashed's main menu, go to Settings, Company and select the Purchasing tab. 
2. Update the Footer Details field.
3. Click Save. 

Import Doc Designer templates for different document types

Use the Doc Designer's Import function to apply a template's layout to different document types. Whilst not all components of a Doc Designer template may be available to another, the layout of the original template will successfully upload for any other Doc Designer template's transaction.

To apply a Doc Designer template to another document type:

1. From Unleashed's main menu, go to Settings, Doc Designer and select the document type you replicate. 
2. Use the Template dropdown menu to select the template you're using. 
3. Click Export. The template will be downloaded into a Text document.
4. Open the Text document and update the DocumentType to align with the type you'll be importing it to. 
5. Update the LayoutName to a unique template name, and save the document.
6. From Unleashed's main menu, go to Settings, Doc Designer and select the document type you want to import to.
7. Import the updated Text document via the grey upload tile. 

Manage decimal places on Doc Designer templates

Doc Designer templates can show between 0 - 6 decimal places for numerical values. To manage how many decimal places are shown per component on a Doc Designer template:

1. From Unleashed's main menu, go to Settings, Doc Designer and select the document type you want to edit. 
2. Select the component in the template's layout, e.g. SalesOrderLinesGrid. 
3. Go to the Components tab. 
4. Select a Header that will populate a numerical value, e.g. UnitPrice. 
5. Scroll down to the Decimal Places dropdown menu, and select the appropriate number of decimal places you want to display. 
6. Click Save and Publish. 

Include currency on Doc Designer templates

Add the Currency Code component, typically found in the Other Data section of your Doc Designer templates, to automatically populate the Customer or Supplier's currency in a text format, e.g. GBP, AUD, USD and NZD. 

To display the currency's symbol, e.g. £, $, €, instead of it's text format, a template per currency is required. For each currency template, add a Text Box component and enter the currency symbol in the Text Box's Component tab.