Custom order document

Templates of the type custom order document are not bound by the restrictions applicable to the other document types in DocumentBuilder: They are available for all order types (order, reorder, credit note, redistribution, etc.) and can access all DocumentBuilder variables. They also have an extended range of order settings. This allows you to create additional, fully customisable document templates for situations that the other document types cannot cater to.

Examples of use

Example 1:

You run a shop that sells shoes. Sometimes, customers try to return shoes that they purchased from you despite clearly having worn the shoes in the meantime. In such situations, you return the shoes to the customer along with a polite refusal letter. To be able to generate this letter directly within the respective order, you create the template for it in DocumentBuilder, assigning it the document type custom order document.

Notes:
You cannot activate multiple custom order document templates if they use the same order settings. Activating multiple custom order documents templates is only possible if their order settings differ.

1. Setting up a document template for customer order documents

To generate custom order documents, you need to set up a corresponding document template. For instructions on how to do this, refer to the manual pages on DocumentBuilder.

2. Manually generating a single custom order document

Custom order documents are available for the order types order, reorder and redistribution. While the instructions below apply to the order type order, you can apply the steps without changes to reorders (Stock » Reorder) and redistributions (Stock » Redistribution).

Manually creating a custom order document:

  1. Go to Orders » Orders.
    → The order overview opens.

  2. Carry out the search (search) to display orders.

  3. Open the order for which you want to generate a custom order document. Note that orders can only be opened in the list view.

  4. Go to the Documents area.

  5. At the top left, click on Create document (add).

  6. Select the document Custom order document from the drop-down list.
    → The window Create document: Custom order document opens.

  7. Enter the date to appear in the custom order document.

  8. Optionally enter a comment to be displayed in the custom order document.

  9. Click on Create (add).
    → The custom order document is created and added to the Documents area.