Overview
Default templates are provided for all order notes. If you wish to customize these templates, you can do so by overriding the default templates with your own.
Adding a Custom Template
To add a custom order note template, follow these steps:
In the Admin Panel, navigate to:
Home › B3_Pdf › Order Note TemplatesAdd a new order note template to override the default template.
When creating or configuring production sheets in the Admin Panel, the following fields are available:
Field | Description |
|---|---|
Template name | Specify one of the following values to override the corresponding default template:
|
Template | Provide a Django HTML template here. The Django templating engine will use this to generate PDF files. An example template is provided below. |
Service | Select the Service to which this template applies. Leave empty if the template should be applied to all Services within the organization. |
Organization | Select the organization to which this template applies. Leave empty if the template applies only to a Service. |
Example Template
Below is an example of an invoice HTML template.
{% load i18n static pdf_tags %}
{% get_current_language as LANGUAGE_CODE %}
<!doctype html>
<html>
<head>
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>{{ preview_title }}</title>
<link rel="stylesheet" href="{% static 'css/order_notes/base.css' %}">
{% if css_additional %}
<link rel="stylesheet" href="{% static css_additional %}">
{% endif %}
{% include "b3_pdf/extra_header.html" %}
</head>
<body>
<header>
<table class="header">
<tr>
<td class="header__logo">
<img src="{{ logo_url }}" alt="Default Logo">
</td>
</tr>
</table>
<div class="header__address">
{{ service.name }} | {{ sender_address_line }}
</div>
<table class="address">
<tr>
<td class="address__to">
<div class="element__label">{% trans 'Billing Address' %}</div>
<div class="element__value">
{{ billing_address.salutation }}
{% if billing_address.company_name %}
<br/> {{ billing_address.company_name }}
{% endif %}
{% if billing_address.line1 %}
<br/> {{ billing_address.line1 }}
{% endif %}
{% if billing_address.line2 %}
<br/> {{ billing_address.line2 }}
{% endif %}
<br/> {{ billing_address.city }}{% if billing_address.state %}, {{ billing_address.state }}{% endif %}, {{ billing_address.zip_code }}
<br/> {{ billing_address.country.name }}
</div>
</td>
<td class="address__from">
<div class="element__label">{% trans 'Customer Support' %}</div>
<div class="element__value">
{{ service_address.phone_number }}
{% if service.email %}
<br> {% trans 'Email:' %} {{ service.email }}
{% endif %}
<br> {% trans 'Processed by:' %} {{ service_user_name }}
<br> {{ note_data.issue_date|date:theme_date_format }}
</div>
</td>
</tr>
</table>
</header>
<main>
<h1 class="page-title">
{{ note_name }}: {{ note_prefix }}{{ note_id }}
</h1>
<table class="info">
<tr>
<td class="element">
<div class="element__label">{% trans 'Order #' %}</div>
<div class="element__value">{{ order_obj.full_number }}</div>
</td>
<td class="element">
<div class="element__label">{% trans 'Order Date' %}</div>
<div class="element__value">{{ order_date|date:theme_date_format }}</div>
</td>
{% if is_customer_number_shown %}
<td class="element">
<div class="element__label">{{ customer_number_label }}</div>
<div class="element__value">{{ customer_number|default:"-" }}</div>
</td>
{% endif %}
{% if is_customer_reference_shown %}
<td class="element">
<div class="element__label">{{ customer_reference_label }}</div>
<div class="element__value">{{ customer_reference|default:"-" }}</div>
</td>
{% endif %}
</tr>
</table>
<table class="info info--grey">
<tr>
<td class="element">
<div class="element__label">{% trans 'Order Confirmation #' %}</div>
<div class="element__value">{{ confirmation_note.order_confirmation_number }}</div>
</td>
<td class="element">
<div class="element__label">{% trans 'Payment method' %}</div>
{% if payment_custom_fields %}
<div class="element__value">{{ payment_custom_fields }}</div>
{% else %}
<div class="element__value">{% trans order_obj.payment_method_name %}</div>
{% endif %}
{% comment %}
To access individual payment metadata items:
{% if payment_metadata %}
{% for key, value in payment_metadata.items %}
{{ key }}: {{ value }}<br>
{% endfor %}
{% endif %}
{% endcomment %}
</td>
<td class="element">
<div class="element__label">{% trans 'Delivery date' %}</div>
<div class="element__value">{{ note_data.shipping_date|date:theme_date_format }}</div>
</td>
<td class="element">
<div class="element__label">{% trans 'Shipping Type' %}</div>
<div class="element__value">
{{ order_obj.shipping_method }}
</div>
</td>
</tr>
</table>
{% if backdrop_text %}
<div class="overlay-wrapper">
<div class="overlay-text">
{% trans backdrop_text %}
</div>
</div>
{% endif %}
<section id="customer-greeting">
<h4>{% blocktrans %}Dear Sir or Madam, Thank you for your order.{% endblocktrans %}</h4>
<p>
{% blocktrans %}
We hope you were satisfied with the handling of your order so far. If you have any questions or need
further information, we are of course happy to help.
{% endblocktrans %}
</p>
</section>
<section id="order-lines">
<table class="kt-table">
<thead>
<tr>
<th class="line-number">#</th>
<th class="line-image"></th>
<th class="line-part">{% trans 'Part' %}</th>
<th class="line-quantity text-right">{% trans 'Qty.' %}</th>
<th class="line-price-unit text-right">{% trans 'Unit Price' %}</th>
<th class="line-price-discount text-right">{% trans 'Discount' %}</th>
<th class="line-price-total text-right">{% trans 'Item Total' %}</th>
</tr>
</thead>
<tbody>
{% for line in order_lines %}
<tr>
<td>{{ forloop.counter }}</td>
<td class="line-thumbnail">
<img
src="{{ line.thumbnail }}"
alt="{{ line.fullName }}"
class="line-image"
>
</td>
<td>
<b>{{ line.fullName }}</b>
<br> {{ line.offer.technology }}
<br> {{ line.offer.material }} | {{ line.prices.printPrice|as_currency:line.prices.currency }}
{% if line.offer.postProcessings %}
<br>
{% for option in line.offer.postProcessings %}
<br/>{{ option.name }}
{% if option.colorTitle %} | color: {{ option.colorTitle }}{% endif %}
{% if option.price %} | {{ option.price|as_currency:line.prices.currency }}{% endif %}
{% endfor %}
<br>
{% endif %}
<br>
{{ line.dimensions.w|floatformat:2 }} *
{{ line.dimensions.h|floatformat:2 }} *
{{ line.dimensions.d|floatformat:2 }} ({{ line.measureUnit }})|
{{ line.weight|floatformat:line.weightDecimals }} {{ line.weightUnit }}
<br>
</td>
<td class="text-right quantity">{{ line.quantity }} / {{ line.quantity }}</td>
<td class="text-right unit-price">
{{ line.prices.unitPrice|as_currency:line.prices.currency }}
</td>
<td class="text-right discount">
{% if line.prices.discount %}
{{ line.prices.discount|as_currency:line.prices.currency }}
{% else %}
--/--
{% endif %}
</td>
<td class="text-right line-price">
{{ line.prices.linePrice|as_currency:line.prices.currency }}
</td>
</tr>
{% if line.part_requirements.fields.all %}
<tr>
<td colspan="2"></td>
<td>
{% for field in line.part_requirements.fields.all %}
{% if field.show_on_pdf %}
<span class="part_requirements_field">
<span class="label">{{ field.property.name }}:</span>
{{ field.get_value_as_str_pretty_printed }}
</span>
<br>
{% endif %}
{% endfor %}
</td>
<td colspan="4"></td>
</tr>
{% endif %}
{% endfor %}
<tr>
<td colspan="4"></td>
<td colspan="3">
<table id="order-totals-summary" class="totals-summary">
<tbody>
<tr>
<td class="totals sub-total" width="50%">
{% trans 'Subtotal' %}:
</td>
<td class="totals sub-total" width="50%">
{{ subtotal|as_currency:order_obj.currency }}
</td>
</tr>
<tr>
<td >
{% trans 'Including' %}:
</td>
</tr>
<tr>
<td >
* {% trans 'Post-Processings' %}:
</td>
<td>
{{ post_processings_price|as_currency:order_obj.currency }}
</td>
</tr>
<tr>
<td >
* {% trans 'Printing' %}:
</td>
<td>
{{ printing_price|as_currency:order_obj.currency }}
</td>
</tr>
{% if fee %}
<tr class="extra-fee">
<td>{% trans 'Extra Fee' %}:</td>
<td>
{{ fee|as_currency:order_obj.currency }}
</td>
</tr>
{% for fee_obj in fees %}
<tr>
<td>* {{fee_obj.fee}}</td>
<td>{{fee_obj.amount|as_currency:order_obj.currency}}</td>
</tr>
{% endfor %}
{% endif %}
{% if difference_to_minimum > 0 %}
<tr class="difference-to-minimum">
<td>{% trans 'Difference to minimum price' %}:</td>
<td>
{{ difference_to_minimum|as_currency:order_obj.currency }}
</td>
</tr>
{% endif %}
{% if voucher_discount > 0 %}
<tr class="voucher-discount">
<td>{% trans 'Voucher' %}:</td>
<td>
{{ voucher_discount|negative|as_currency:order_obj.currency }}
</td>
</tr>
{% endif %}
{% if shipping_price > 0 %}
<tr class="shipping-price">
<td>{% trans 'Shipping' %}:</td>
<td>
{{ shipping_price|as_currency:order_obj.currency }}
</td>
</tr>
{% endif %}
<tr class="total-without-tax">
<td>{% trans 'Net total' %}:</td>
<td>
{{ total_prices.excl_tax|as_currency:order_obj.currency }}
</td>
</tr>
<tr class="tax">
<td>{{ tax_rate|floatformat:2 }}% {% trans 'VAT' %}:</td>
<td>
{{ tax|as_currency:order_obj.currency }}
</td>
</tr>
<tr class="totals grand-total">
<td>{% trans 'Gross Total' %}:</td>
<td>{{ total_prices.incl_tax|as_currency:order_obj.currency }}</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</section>
{% if note_data.comment %}
<section id="comment">
<h3>{% trans 'Comment' %}</h3>
<p class="comment">{{ note_data.comment|linebreaksbr }}</p>
</section>
{% endif %}
{% if general_sales_conditions %}
<section id="general-sales-conditions">
<h3>{% trans 'General Sales Conditions' %}</h3>
<div>
{{ general_sales_conditions|linebreaks }}
</div>
</section>
{% endif %}
{% if general_shipping_conditions %}
<section id="shipping-conditions">
<h3>{% trans 'General Shipping Conditions' %}</h3>
<div>
{{ general_shipping_conditions|linebreaks }}
</div>
</section>
{% endif %}
</main>
<footer class="footer">
<p>{{ page_footer }}</p>
</footer>
</body>
</html>
For help configuring templates or to obtain additional default templates, you can reach out to our Customer Support.