Template Setting
This document explains how to configure and customize invoice templates in AxonERP.
Template Setting
Template Setting allows you to customize the layout and visible fields of your invoice templates. You can select a template type, toggle specific variables on or off, and preview the changes in real time.
Select Template
Click on the Select Template dropdown to choose the template you want to configure. The following template types are available:
- Journal Entry
- Inventory Adjustment
- Material Receive
- Assembly Build
- Purchase Invoice
- Purchase Return
- Inventory Transfer
- Sale Invoice
- Purchase Tax Return
Once a template is selected, the Template Variables panel will display all available fields for that template.
Template Variables
Each variable has a toggle switch. When a variable is enabled (ON), it will appear on the printed invoice. When disabled (OFF), it will be hidden from the invoice preview and print.
The following variables are available:
Company Information
- companyName — Displays the name of your company on the invoice.
- companyAddress — Shows the company's address.
- companyEmail — Shows the company's email address.
- companyPhone — Shows the company's phone number.
- companyLogo — Displays the company logo on the invoice.
Template Details
- templateName — Displays the name of the selected template as the invoice heading.
Transaction Details
- transaction_code — Shows the invoice/transaction code number.
- transactionDate — Displays the invoice date.
- dueDate — Shows the due date of the invoice.
- reference_no — Displays the reference number.
- warehouseName — Shows the warehouse associated with the transaction.
Preview
The right side of the screen shows a live preview of the invoice. As you toggle variables on or off, the preview updates to reflect the changes immediately.
Save Template
Once you have configured the desired variables, click the Save Template button to apply and save your template settings.
Note: Each template type (e.g., Sale Invoice, Purchase Invoice) has its own set of variables. Make sure to select the correct template before making changes.
