Introduction to Templates

In this article

Think of the Templates Hub as your brand's control room. It allows you to create a "master design" for every type of document your business generates whether it’s a printed tag attached to a shirt or a WhatsApp message sent to a phone.

Contents

Why is this important?

Configuring your templates correctly solves three major operational problems:

Brand Consistency: Ensure every invoice and message looks exactly the same, no matter which staff member processes the order.
Zero-Effort Automation: Staff don't need to type messages or adjust margins manually. The system auto-fills customer data (like Name, Order No, and Price) into your pre-set layout.
Professionalism: Well-designed receipts and labels build trust and make your business look polished.

How to Access Templates

To access this section, navigate to Settings > Templates.

Available Template Types

You can configure the following types of templates to match your operational needs:

WhatsApp: Configure utility templates used for automated notifications, including order updates, reminders, and confirmations. Customize the content to match your brand voice.
Email Utility: Set up and customize email templates for notifications, confirmations, and updates. Personalize messages to ensure consistent branding across customer communications.
PDF (Invoices & Receipts): Manage the layout and design of your PDF invoices and receipts. Ensure all necessary business details are included and customize the format for easy sharing and printing.
Receipt (Thermal): Customize the thermal receipt layout for printing from both POS stations and mobile terminals.
Label: Define the layout for printing sticker labels, including size, format, and QR content. This is essential for tagging items, packages, and inventory management.

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Configuring Label Templates

Design custom label tags that match your workflow. Ensure items are easy to track with scannable QR codes and clear service instructions.