IN THIS PAGE…
PDF Templates
PDF Templates lets you standardise and customize the PDF’s created in Vikra Seller. PDF templates can be applied for orders, returns, package slips, shipments, and invoices.
Customise Templates
Customize the template to reflect your brand identity and include essential information using pre-loaded templates or by adding a new one. Here’s how:
- Click the Gear icon in the top right corner of the page.
- Click PDF templates.
- In the Templates pane,select the module you want to customise.
- Click + New in the top right corner to create a new template
(OR) - Hover over an existing template and click Edit to customise an existing template.
General Tab (Available for All Modules)
Template Properties
| Field | Description |
|---|---|
| Template Name | Enter the name for your template. |
| Paper Size | Select A5 (or) A4 (or) Letter as the paper size based on your preference. |
| Orientation | Select either Portrait (or) Landscape as orientation. |
| Margins | Enter the margin values for top, bottom, right, and left.
Note: The values should be in inches. |
Font
| Field | Description |
|---|---|
| PDF Font | Select the font you want the PDF content to be in. A note will appear under the selected font explaining the languages it’s best suited for. |
| Label Colour | Select a colour which should be used for your headers. |
| Font Colour | Select a colour which should be used for the rest of the text. |
| Font Size | Select a font size for the text in the template. |
Header & Footer
Header
| Field | Description |
|---|---|
| Background Image | Choose a background image to fill the header section of the template. |
| Image Position | Select how this image should be positioned in the template from the dropdown. |
| Background Color | Select a background colour for the header. |
| Customize your header content | Customise the header content of your template with placeholders and various font options.
Note: Check Apply to first page only to apply all the above customisations only to the first page. Additionally, you can also enter the header height for the first page. |
| Customize your header content for other pages | Choose a different header content for the remaining pages in your template.
Note: You will see this option only when you check Apply to first page only. |
Footer
| Field | Description |
|---|---|
| Font Size | Choose a font size for the footer of the document. |
| Font Colour | Select a text colour for the footer. |
| Background Image | Choose a background image to fill the footer section of the template. |
| Image Position | Select how this image is positioned in the template from the dropdown. |
| Background Color | Select a background colour for the footer. |
| Show Page Number | Check this if you want the page number to be displayed under every page. |
| Customize your footer content | Customise the footer content of your template with placeholders and various font options. |
Transaction Details Tab
Organization Details
| Field | Description |
|---|---|
| Show Organization Logo | Choose this to show your organization’s logo in the template. |
| Resize Logo | Your organisation’s logo can be resized to fit the template by dragging the slider to the left or right.
Note: You can click Reset to switch to the image’s default aspect ratio. |
| Show Organization Name | Select this to show your organization’s name in the template. |
| Colour and Font Size | Choose the colour and font size for your organization name. |
| Organisation Address Format | Change your organization’s address format. You can add or remove placeholders to customize it further. |
Customer Details
| Field | Description |
|---|---|
| Font Colour and Font Size | Choose the colour and font size for customer information. |
| Bill To | Select this option to include the billing address in the template. |
| Ship To | Select this option to include the shipping address in the template. |
Document Details
| Field | Description |
|---|---|
| Show Document Title | Check this to show the document title in the template. Enter the document title in the text box below. |
| Font Size and Font Colour | Choose the colour and font size for the document title. |
| Document Information | Toggle the checkboxes to display or hide the listed fields. You can also edit the label names in the adjacent text boxes. |
Table Tab
Labels
| Field | Description | Supported Modules |
|---|---|---|
| Label Fields | Toggle the checkboxes to display or hide the listed fields. Enter the width for every label to set how much space a label should take. You can edit the label names under Label. |
All Modules |
| Customise Item Name and Description | Customise the item name and description format in PDFs by inserting placeholders and adding custom content. | Sales Orders, Packages, Shipment Orders and Invoices. |
Layout
| Fields | Description |
|---|---|
| Table Header, Item Row, and Item Description | Adjust the Font Size, Background colour, and Font colour settings. |
Total Section (Available for Sales Orders and Invoices)
| Fields | Description |
|---|---|
| Show Total Section | Toggle this on to add details like Sub Total, Shipping Charges,Shipping Charge SAC, Discount, Show Tax Details and Quantity. All these options can be enabled or disabled based on your preference. |
Layout (Available for Sales Orders and Invoices)
| Fields | Description |
|---|---|
| Total(Subtotal, Tax) | Adjust the Font Size, Font colour, and Background colour of these fields based on your preference. |
| Balance Due | Adjust the Font Size, Font colour and Background colour of these fields based on your preference. |
Other Details Tab (Available for Sales Orders and Invoices)
Document Summary
| Fields | Description |
|---|---|
| Notes | Adjust the Label and Font Size for notes. |
| Terms & Conditions | Toggle this on, if you want to add terms and conditions to your template. Also customise the Label and Font Size of this field. |
| Signature | Enable this option if you want to add a signature to your template. You can upload an image of your signature and add a name for it. |
Annexure
| Fields | Description |
|---|---|
| Add Annexure Content | Click Add Annexure Content to enter additional information apart from your Terms and Conditions. It can include by-laws, clauses, and other details pertaining to your organisation. This will be added at the last page of PDF. |
Other actions
Apart from the customisations that you can do in each tab, there are other actions that can be performed.
Choose a Colour Theme
You can personalise the colour in your templates by choosing from a variety of colour themes. To choose a theme for your template:
- Go to Settings.
- Click PDF Templates.
- In the Templates pane, select the module you want to customise.
- Click + New in the top right corner to create a new template, or hover over an existing template and click Edit to customise the template.
- In the Edit Template page, click Select Colour Theme at the top of the page, and select the colour theme for your template.
- Click Save.
Preview Templates
The Preview Templates option in Vikra Seller allows you to view how your templates will appear before sending them. To preview templates:
- Go to Settings.
- Click PDF Templates under Customisation.
- Select the module in the Templates pane to preview the template you want.
- Hover over a template in the module, and click the Gear icon to see more options.
- Click Preview.
Change Default Template
Every module has a default PDF template which will be used when you export PDF’s. To change the default template:
- Go to Settings.
- Select PDF Templates under Customisation.
- In the Templates pane, select the module you want to customise.
- Hover over the existing template and click the Gear icon dropdown.
- Click Set as Default.
Delete Template
To delete a template:
- Go to Settings.
- Select PDF Templates under Customisation.
- In the Templates pane, select the module you want to customise.
- Hover over the existing template and click the Gear icon dropdown.
- In the dropdown, click Delete.
- In the pop-up that follows, click OK to confirm the deletion.