Edit Custom Template
Table of Contents
1. Features
The edit page lets you adjust an existing template's settings and shipping-document layout. Font too small, fields to add or remove, a logo to swap, channels to rebind — you change them all here. Settings and tools are on the left; the live preview on the right updates as you edit, so you can confirm the result before saving.
Quick Jump: Basic Settings ｜ Layout Editing ｜ Live Preview
1.1 Basic Settings
Fields marked with * are required
| Field | How to fill in | Notes |
|---|---|---|
| *Template Name | Modify the identifying name | Describe the purpose clearly for easy identification |
| *Applicable Channels | Adjust the sales channels this template applies to; multiple allowed | Rebinding a channel removes it from its original template automatically |
| *Paper Size | Choose A4 (210×297mm), A5 (148×210mm), or Custom | When "Custom" is chosen, enter width and height (mm), each greater than 0 |
| Description | Modify the note text | Optional |
1.2 Layout Editing
Click "Edit HTML" to open the advanced editor and adjust the layout structure and styles (font, color, spacing, field arrangement, etc.). The template uses dynamic fields to fill in each order's real data automatically; when unsure which fields are available, click "View Variables" to open the variable reference, where you can search across order info, item details, recipient, logistics, store, and channel fields, and copy them into the content with one click.
⚠️ When editing the layout, be sure to keep the barcode area field, otherwise it cannot be saved — the shipping document needs it to print the pick number and barcode.
1.3 Live Preview
The panel on the right renders the current layout live with sample order data and updates automatically as you edit. When everything looks right, click "Save". Changes take effect immediately after saving for all channels that use this template, and future shipping documents will use the new layout.
2. FAQ
2.1 FAQ
▪ Will editing the template affect shipping documents already generated?
No. Already-generated shipping-document PDFs are not affected; only documents generated after saving use the new layout.
▪ If I change the channel binding, what happens to the original template?
If you rebind a channel to this template, that channel is automatically removed from the template it was bound to before — a channel uses only one template at a time.
▪ Which dynamic fields are available?
Click "View Variables" to open the variable reference and see the full list, covering order info, item details, recipient info, logistics info, store info, and channel info.
▪ How do I print the storefront product name from the platform on shipping documents?
Click "View Variables" to see the description of "平台賣場品名" (platform storefront product name) under the "Order Items" group. To apply it, change item.product.name to item.platform_product_name inside the item details loop of the layout content. Orders imported from an e-commerce platform then print the product name shown on the storefront; when the platform provides no name, or for manually created orders, imported orders, stock transfer orders and work orders, the same field automatically prints the master product name instead of leaving a blank. Sub-items expanded from bundle products and flexible products have no storefront name of their own, so they also print the master product name. Existing templates are not updated automatically — templates without this field print exactly as before.
▪ How do I print the convenience store pickup code on shipping documents?
Click "View Variables" and search "超商" under the "Order Information" group to find "超商取貨門市代號" (convenience store pickup store code), then use the copy action on the card to paste the syntax into the layout content (the variable is order.convenience_store_code). Convenience store pickup orders print the store code carried on the order — the same value shown on the order detail page; some platforms return the store name instead of the code, and the printout follows whatever value is actually stored on the order. Home delivery and other non-pickup orders, orders where the platform provided no code, and shipping documents generated from stock transfer orders or work orders leave this spot blank without affecting printing. For merged shipments, order.convenience_store_code prints the code of the earliest-placed order; to print each order's own code, use the loop variable inside the fulfillment.orders loop instead (for example o.convenience_store_code). Existing templates are not updated automatically — templates without this field print exactly as before.
▪ How do I print the total weight and total volume of the whole shipping document?
Click "View Variables" and search "重量" (weight) or "材積" (volume) under the "Fulfillment Information" group to find "出貨單總重量" (fulfillment total weight) and "出貨單總材積" (fulfillment total volume), then use the copy action on the card to paste the syntax into the layout content (the variables are fulfillment.total_weight and fulfillment.total_volume). Both numbers are the total of the shipping document itself: for merged shipments they cover every order on the document, and shipping documents generated from stock transfer orders or work orders also print the total of the items on them. Weight is always in kilograms; the volume unit follows the system "Volume Unit" setting and is either "Cubic Meters (CBM)" or "Sai (材, 27,000 cm³)" — that setting is maintained by the warehouse side, so you cannot see or change it from your side; contact the warehouse if it needs to change. To print the unit next to the number, add fulfillment.total_volume_unit — it prints CBM or CUFT, always matching the value of fulfillment.total_volume. Existing templates are not updated automatically — templates without these fields print exactly as before.
▪ Why does the total weight or total volume print as 0?
The total weight adds up the master product unit weight multiplied by the shipped quantity, and the total volume adds up the unit length, width and height multiplied by the shipped quantity; a field left empty counts as 0, so start by checking the unit weight and the unit length, width and height on the product master record. The volume also depends on which "Volume Unit" the system uses: under "Sai (材, 27,000 cm³)", a product with no unit length, width or height still gets a volume as long as the large unit (box) dimensions and the items per large unit are filled in, derived from box volume ÷ items per large unit, so it is not 0; under "Cubic Meters (CBM)" there is no such fallback, and missing unit dimensions count as 0. If the master record is complete and the total still prints 0, the total on this document is simply below the output precision — it does not mean the master record is missing values: the total volume keeps five decimal places and the total weight keeps three, and the rounding happens after the whole document is summed up, so the threshold applies to the document total rather than to a single item. On a document measured in "Cubic Meters (CBM)", a total volume under 5 cubic centimetres prints 0 (for example a single 2x2x1 cm screw); on one measured in "Sai (材, 27,000 cm³)" the threshold is 0.135 cubic centimetres (for example a single 0.5x0.5x0.5 cm bead). For the total weight the threshold is 0.5 grams: a product weighing 0.0002 kg prints 0.0 for one piece and 0.001 once three pieces ship. Ship enough of the same product and the number appears, so a 0 on a small document of jewellery or electronic parts is expected. Missing values and numbers below the threshold both count as 0 in the total and never interrupt printing.
▪ How do I test the actual printout after editing?
After saving, use "Download Shipping Details" on an order that uses this template under "Order List", and confirm the result with the actual generated file.
▪ It says the barcode area is missing on save — what do I do?
The template content must keep the barcode area field. If you accidentally removed it in the advanced editor, restore that field before saving.
▪ Can I revert to the version before my changes?
There is no version history feature. Before important changes, copy the existing content from the detail page to back it up yourself.
2.2 Notices
⚠️ Important Notes
- Changes take effect immediately after saving for all channels that use this template (future shipping documents); already-generated documents are not affected
- Rebinding a channel to this template automatically removes it from its original template
- The layout content must keep the barcode area field, otherwise it cannot be saved
- There is no version history; you cannot revert to the version before your changes
💡 Tip: Before important changes, copy the existing content from the detail page as a backup so you can paste it back if something breaks.
3. Related Features
| Feature | Description | Link |
|---|---|---|
| Custom Templates | View all shipping-document templates | Go |
| Custom Template Details | Preview the layout and view bound channels | Go |
| New Custom Template | Create a new shipping-document template | Go |