Order Templates
Table of Contents
- 1. Use Cases — 2 common scenarios
- 2. Features — List Columns / Channel Binding / Filters / Steps
- 3. FAQ — 6 FAQs + Notices
- 4. Related Features
1. Use Cases
Quick Links: Create a Template for a New Channel ｜ Find a Channel's Template
Scenario 1: Create a Print Template for a New Channel
Situation: A merchant added a new sales channel whose order documents need a dedicated print layout.
Steps:
- Open the order templates list
- Click "New"
- Select the 貨主 and enter the Template Name
- Choose the Applicable Channels
- Edit the template content and check the preview
- Click "Save"
Result: Orders from that channel print with this template's layout.
Scenario 2: Find the Template a Channel Uses
Situation: You need to view or modify the order template used by a sales channel.
Steps:
- Open the order templates list
- Use the "Merchant Channel" filter
- Select the target channel
- Review the results
Result: The channel's template is listed; click the Template Name to view or edit it.
2. Features
Manage templates here when printed order documents (such as shipping details) need custom layouts. Different merchants or channels may need different formats; once a template is created and bound to channels, printing orders from those channels applies the matching layout.
Quick Links: List Columns ｜ Channel Binding ｜ Filters ｜ Steps
2.1 List Columns
| Column | Description |
|---|---|
| Template Name | Click to view or edit |
| Merchant Name | Each merchant can have its own templates |
| Applicable Channels | Channels bound to this template, "-" when none |
| Description | Helps identify the template's purpose |
| Created At | Sortable |
2.2 Channel Binding
- At least one Applicable Channels must be selected when creating a template; the list shows the bound channels
- Multiple channels can share one template
- A channel applies only one template at a time; binding a channel to a new template removes it from the previous one
- Channels without a template use the system's built-in default layout
Why it works this way: when printing, the system looks up the template by the order's channel. If a channel matched multiple templates, the system couldn't decide which layout to print, so channel-to-template application stays one-to-one.
2.3 Filters
| Filter | Description |
|---|---|
| Template Name | Multiple values supported |
| Merchant | Multi-select |
| Merchant Channel | Multi-select |
2.4 Steps
▸ Create a Template
- Click "New" at the top right
- Fill in the basic info and choose the Applicable Channels
- Edit the template content
- Click "Save"
▸ Edit a Template
- Find the template in the list
- Click the Template Name to open the detail page
- Click "Edit"
- Modify and save
3. FAQ
3.1 FAQ
▪ Must a template be bound to channels?
Yes, at least one Applicable Channels must be selected when creating a template. Orders from those channels then print with this template.
▪ What layout do channels without a template use?
Channels without a dedicated template print orders with the system's built-in default layout.
▪ Can one template serve multiple channels?
Yes. When creating or editing a template you can select multiple sales channels.
▪ Does modifying a template affect already-printed documents?
No. Changes only affect documents printed afterwards; existing files don't change.
▪ How do I know which channel uses which template?
Check the "Applicable Channels" column, or use the "Merchant Channel" filter to find a channel's template.
▪ Can templates be deleted?
Yes. Open the template detail page and click delete. Channels previously bound to it fall back to the system default layout, so consider assigning another template first.
3.2 Notices
⚠️ Important
- Remember to set up a template after adding a new channel
- Note down the current settings before modifying a template
- Verify a new template with a few orders before relying on it
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Create Order Template | Create a new order template | Go |
| Order List | View orders | Go |