PDF Templates reference
This section collects the lookup pages for the chapter: statuses, fields and columns.
| To… | Go to… |
|---|---|
| Every panel, toolbar button, keyboard shortcut, preview state and validation message in the template editor | Template editor reference |
| How to read an entry in the Variables list, the automatic line-items table, printing custom fields, and short names inherited from older templates | Variables reference |
| Paper sizes and margins, the styling that survives the trip to PDF, and how long documents break across pages or get clipped | Page setup & CSS support |
| Everything a packing slip can print, how rows are merged and hidden, serial numbers and product images, and what the stock template contains | Packing Slip template reference |
| The warehouse walking sheet — the header bar, every per-row field, the sheet-level switches, and why each row points at the bin it does | Pick List template reference |
| The customer-facing invoice — order details, line items and charges, totals and the two tax rows, the show-only-when switches, and the stock design | Sales Order template reference |
| The pre-sale proposal — header details, product lines and revenue lines, the per-line discount column, totals, and how a Quote differs from a Sales Order | Quote template reference |
| The supplier-facing PO — the three address blocks, the supplier's own part number, totals with freight and charges, dates and commercial terms, and what the template can't show | Purchase Order template reference |
| The two credit notes side by side — which direction each faces, the parties and the originating order, credited lines and totals, both stock layouts, and what credits deliberately can't do | Vendor Credit & Sales Credit template reference |
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