Edit Custom Template
Table of Contents
- 1. Features — Basic Settings / Layout Editing / Live Preview
- 2. FAQ — FAQ + Notices
- 3. Related Features
1. Features
The edit page lets you adjust an existing template's settings and shipping-document layout. Font too small, fields to add or remove, a logo to swap, channels to rebind — you change them all here. Settings and tools are on the left; the live preview on the right updates as you edit, so you can confirm the result before saving.
Quick Jump: Basic Settings ｜ Layout Editing ｜ Live Preview
1.1 Basic Settings
Fields marked with * are required
| Field | How to fill in | Notes |
|---|---|---|
| *Template Name | Modify the identifying name | Describe the purpose clearly for easy identification |
| *Applicable Channels | Adjust the sales channels this template applies to; multiple allowed | Rebinding a channel removes it from its original template automatically |
| *Paper Size | Choose A4 (210×297mm), A5 (148×210mm), or Custom | When "Custom" is chosen, enter width and height (mm), each greater than 0 |
| Description | Modify the note text | Optional |
1.2 Layout Editing
Click "Edit HTML" to open the advanced editor and adjust the layout structure and styles (font, color, spacing, field arrangement, etc.). The template uses dynamic fields to fill in each order's real data automatically; when unsure which fields are available, click "View Variables" to open the variable reference, where you can search across order info, item details, recipient, logistics, store, and channel fields, and copy them into the content with one click.
⚠️ When editing the layout, be sure to keep the barcode area field, otherwise it cannot be saved — the shipping document needs it to print the pick number and barcode.
1.3 Live Preview
The panel on the right renders the current layout live with sample order data and updates automatically as you edit. When everything looks right, click "Save". Changes take effect immediately after saving for all channels that use this template, and future shipping documents will use the new layout.
2. FAQ
2.1 FAQ
▪ Will editing the template affect shipping documents already generated?
No. Already-generated shipping-document PDFs are not affected; only documents generated after saving use the new layout.
▪ If I change the channel binding, what happens to the original template?
If you rebind a channel to this template, that channel is automatically removed from the template it was bound to before — a channel uses only one template at a time.
▪ Which dynamic fields are available?
Click "View Variables" to open the variable reference and see the full list, covering order info, item details, recipient info, logistics info, store info, and channel info.
▪ How do I test the actual printout after editing?
After saving, use "Download Shipping Details" on an order that uses this template under "Order List", and confirm the result with the actual generated file.
▪ It says the barcode area is missing on save — what do I do?
The template content must keep the barcode area field. If you accidentally removed it in the advanced editor, restore that field before saving.
▪ Can I revert to the version before my changes?
There is no version history feature. Before important changes, copy the existing content from the detail page to back it up yourself.
2.2 Notices
⚠️ Important Notes
- Changes take effect immediately after saving for all channels that use this template (future shipping documents); already-generated documents are not affected
- Rebinding a channel to this template automatically removes it from its original template
- The layout content must keep the barcode area field, otherwise it cannot be saved
- There is no version history; you cannot revert to the version before your changes
💡 Tip: Before important changes, copy the existing content from the detail page as a backup so you can paste it back if something breaks.
3. Related Features
| Feature | Description | Link |
|---|---|---|
| Custom Templates | View all shipping-document templates | Go |
| Custom Template Details | Preview the layout and view bound channels | Go |
| New Custom Template | Create a new shipping-document template | Go |