In this article, you are going to learn “How to Create New Documents in Shopware6? You can configure the templates for the documents generated by Shopware, such as the invoice and the delivery note. You have the possibility to integrate your company logo and to enter bank details.
The goal of Shopware is “To make the customer experience, the brand, and the product on the different sales channels for different customer groups experience and availability.
Shopware is More flexibility, Less complexity, One technology.
Shopware is now starting to enter new European nations and is making a big impact in the UK. You can check here other Shopware modules – https://store.webkul.com/Shopware.html
In this Article, you will see how to do this!
What are the Benefits of create new documents?
By default, Shopware already provides global templates for delivery note, invoice, credit note, and cancellation invoice. But you can also create your own templates, which you assign to an individual or multiple sales channels and which then overwrite the global template.
Creating a New Documents
To add Documents follow below steps –
You have to go to the Settings > Shop > Documents.
Shopware already provides global templates for delivery note, invoice, credit note and cancellation invoice. To edit them, you can open the context menu by clicking on the button with the three dots (…) and then open the configuration of the template by clicking on Edit button.
In the context menu you can also delete a template.
For create click on the Add document button.
In the settings, you specify, among other things, file name of the PDF files to generate, the general styling of the document, and specify which order information should display.
Technical name: Here you enter the name of the template, this is shown e.g. in the template overview.
Company logo: Add your company logo to the document. The logo is integrate at the top of the document as standard.
Filename prefix: The value enter here is place before the document number when generating a PDF document.
Filename suffix: The value enter here is place behind the document number when generating a PDF document.
Page orientation: This is where you determine whether the document should create as a portrait (portrait format) or landscape (landscape format).
Page format : Select the document size here, this is set to A4 by default.
The Display header : Enable this option to display the header in the document.
Display footer: Enable this option to display the footer in the document.
Display page count: Determine whether the page number should be printed at the bottom of the document.
The Display line items: Enables you to display the entire range of ordered items.
Display line item positions: Inserts a column for numbering in the product area of the document.
Display prices: If this option is activated, VAT, product unit price, and total product price are displayed.
Items per page: Use this to configure after which number of positions in the document the page break should occur.
Display company address: Activate the display of the company address in the address field above the customer address.
Company address: Enter the address that is to integrate above the customer address if necessary.
Company name: Display at the bottom of the document, above the tax information.
The Company e-mail address: To include at the top right of the letterhead.
Company URL: Also display at the top of the letterhead.
Company tax number: Is insert at the bottom left of the tax information.
Tax office: Here you can enter the responsible tax office.
Company VAT ID: Is display together with the tax number in the tax information.
Bank name: Is included as the second column Bank details below.
IBAN: Is display below the bank name.
BIC: Is additionally insert in the bank information
Place of jurisdiction: The third column shows further legal information, such as the place of jurisdiction.
Place of fulfillment: In addition to the place of jurisdiction, the place of fulfillment is also displaying here.
Executive director: The fourth column shows the executive director(s).
Document type: This determines which documents this template is use (delivery note, invoice, credit note, or cancellation invoice).
Sales Channel: Determine for which sales channels the template should be used, multiple selections are possible.
I hope you have enjoyed this article. For any query in Shopware, you can send us an email at firstname.lastname@example.org. Please let me know if you want to discuss your Shopware project, you can ping us anytime at our skype: https://bit.ly/Akeneo-Shopware-Pimcore