Templates

Purpose

Use the Templates page to configure client-specific visual templates for Product and Customer output. The page lets you build the printable or label-style layout by adding areas to a canvas and defining what each area shows, how it is styled and how it is positioned.

The template can include:

Fixed text
Product or customer fields
Custom fields
Native system fields
Images
Barcodes
Price-related values
Dates and other dynamic values

The template layout determines how the final generated output will look.

Roles involved

System administrator
Label / print administrator
Implementation / support team

Preconditions

You need permission to edit Client profile.
You should know whether you are configuring the Product template or the Customer template.
Before editing the layout, define which information should appear in the generated output.
The expected output size should be known before creating the template layout.
If the template should display attributes, custom fields, or native fields, those fields must already exist in the system.
If the template should include images, the required image files should be prepared before setup.
If the template should include barcodes, confirm which barcode format is required.

Navigation path

Client profile → Templates

Step-by-step procedure

Open Client profile → Templates.
Choose the template type at the top of the page:
- Product
- Customer
Review the layout canvas shown on the left side of the page. If template dimensions are already configured, the page shows the Real size in millimeters.
Click Add new area to create a new printable area.
In the area editor window, define the visual styling of the area:
- Font
- Font size
- Font color
- Background color
- Bold
- Italic
- Text decoration
- Alignment
- Rotation (0°, 90°, 180°, 270°)
Select the Area content value.
- The available options are loaded from the system and determine what kind of data the area will display.
Depending on the selected content type, configure the related extra fields:
- Custom text when a fixed text area is used
- Barcode type
- Stretch
- Image upload
- Split price
- Attribute
- Prefix
- Native field
- Custom field
If the area should display fixed text, enter the required text in the Custom text field.
If the area should display a barcode, select the required barcode type
- Available barcode types may include:
  - QR code
  - EAN13 barcode
  - GS1128 barcode
  - Code128 barcode
If the area should display an image, upload the required image file.
If the area should display an attribute, custom field, or native field, select the correct field from the available list.
Use Prefix if additional text should be displayed before the selected value.
Use the layout action buttons on each area to review or edit existing areas. Delete an area when it is no longer needed.
Click Save to save the area positions on the template layout.
Use Cancel to leave the page without saving layout changes.

Required fields

Template type: Product or Customer
Content value for each area
Font
Font size

Additional required fields depend on the selected content value.

Examples:

Custom text is required when the area displays fixed text.
Barcode type is required when the area displays a barcode.
Image is required when the area displays an uploaded image.
Attribute, custom field, or native field is required when the area displays system data.
Prefix is optional and can be used to add text before the displayed value.

Validation rules

Each area must have a valid Area content value.
Font size should be numeric.
If the content type requires a linked attribute or field, that selection must be made before saving the area.
If the content type is barcode, the barcode type must be selected from the supported list.
If the content type is image, a valid file must be uploaded.
Area positions and sizes should fit within the visible canvas and the configured real size of the template.

Exceptions

The available content options depend on the selected template type and on the system configuration.
Custom field options appear only for fields marked as template-enabled.
Attribute and native field lists differ between the Product and Customer template types.
If the user does not have permission to edit retail labels, some controls in the area editor can appear disabled.

Common errors

An area is created with the wrong content value.
A required native field, custom field, or attribute is not selected.
Text areas are too small, causing values to be cut off.
Areas overlap and make the generated output difficult to read.
The wrong barcode type is selected.
Barcode areas are too small, causing scanning issues.
An image is uploaded with incorrect size or proportions.
Layout changes are made, but the final template is not saved.
The wrong template type is edited, for example Product instead of Customer.

Troubleshooting

If a field is blank in the generated output, check the selected Content value and linked field.
If a custom field is not available, verify that the field exists and is enabled for template usage.
If the barcode does not scan, check the barcode type, area size, and Stretch setting.
If the layout looks incorrect, review the area positions and sizes on the canvas.
If text overlaps, increase the area size or reduce the font size.
If an image does not display correctly, check the uploaded file and area dimensions.
If changes are not visible in the output, confirm that the template layout was saved.
After major changes, generate a test output using a real Product or Customer record.

Questions / Gaps

Confirm which output processes use the Product template.
Confirm which output processes use the Customer template.
Confirm the expected output size before creating or changing the layout.
Confirm which fields should be included in the generated output.
Confirm which barcode type should be used, if barcodes are required.
Confirm whether custom fields or attributes must be created before configuring the template.
Confirm whether the final output should be used for printing, PDF export, customer forms, product forms, or another output process.

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