Document Templates

What are document templates?

Document Templates in Zhylar offer pre-designed formats ensuring consistency, saving time, reducing errors, and creating professional documents.

Three default templates are provided for the following modules-

1. Quotes- Outline proposed pricing/term + Speed up quote-to-invoice process
2. Sales Order- Confirm purchase details + Streamline order management
3. Invoice- Detail billing information + Track payments efficiently

Getting Started

• Log in to Zhylar
• Go to Left-hand navigation panel
• Click on Configuration
• Under Customization tab, select Document Template

• You will automatically land on the Quotes tab.

• Navigate to the tab required.
• Few system templates available per module.
• One template will be marked as default denoted by a white star in a purple circle.

Create New Template

• Click ” + New Template”

• One pre-loaded templates will open for you.

• If required, from the Default Template layout field, choose another template and begin.
• Once template will be marked as a default template. This is the template that will be auto-applied to the document unless changed. This is indicated by a white star in a purple circle.

• Customization in the following sections:
  • Template Details- basic layout of the document and major customizations in font, alignment, theme, etc.
  • Organization Details- Details of the seller’s organization
  • Customer Details- enter customer’s details
  • Document Details- enter data to be added on the document
  • Table Details- Information about the item and related details
  • Summary Details- Includes final payment details such as discount, T&C, shipping details etc.

Template Properties

• This is the blueprint of the document.
• The template name is a mandatory field to be filled.
• Add/edit basic details of the template; name, layout, etc.

Template Design

• Major stylistic customizations made in this section, such as font, font size, title color, etc.

• All changes in this section are optional.

Template Information- Mandatory and Optional Fields

• Template Information section covers the major information to be added to the document.
• Mandatory fields carry basic data that must be provided on the document. They are:
  • Due Date
  • Quote/SO/Invoice Date
  • TRN (Transaction Reference Number)
  • Short-Code
• Optional Fields
  • Other fields in this section are optional- Donated by a check box beside the field.
  • If checkbox is ticked, information must be provided for that field.
  • If checkbox is not ticked, that section will be removed from document.
• Make adjustments and customizations.
• After making changes, click “Refresh” if you want to preview
• Click “Save” to confirm
• Rename the template before you save. Or you will receive an error message.
• This is because a pre-loaded template is used each time you click +New Template to begin customization.

Manage Templates

Mark as default

• Click ⋮ 3 dots
• Select Set as Default

Update Template

• Click ⋮ 3 dots

• Select Update
• Make changes
• Click Save

Please note

1. All templates share same creation/management workflow.
2. Custom templates created by users can be set as default.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!