Templates

Create Email Confirmation Template
You can create a variety of external email alerts to go out regarding Orders in Infoplus. For example, create an order confirmation email or a shipping conf...
Fri, 12 Apr, 2019 at 1:00 PM
Send Email Template Preview
To see a preview of an email template, use the Send Email Template Preview process in Infoplus (i.e., to see a preview of the order confirmation email that ...
Wed, 1 Jul, 2015 at 9:20 PM
Create and Use a Barcode Template
With Barcode Templates, you can create barcode reports using values from your records in Infoplus. For example, create stickers with UPC barcodes for all ...
Thu, 10 Oct, 2019 at 11:34 AM
Create Smart Documents and Barcode Templates for sub-records (such as Order Lines, Eaches, or Fulfillment Pick Work)
Some record types in Infoplus have natural "sub-records" under them.  For example, the Line Items are sub-records of an Order, and Orders are sub-...
Wed, 30 Oct, 2019 at 2:01 PM
Custom Email Templates
Infoplus offers custom email templates where users can setup canned or ad-hoc email templates. The following example profiles a client who used custom em...
Thu, 12 Sep, 2019 at 2:10 PM
Sample Smart Document Templates
This page hosts a collection of sample Smart Document Templates that may be helpful for learning about Smart Document Templates, or to serve as starting poi...
Thu, 12 Sep, 2019 at 1:04 PM
Create and use Smart Document Templates
With Smart Document Templates, you can create custom PDFs using data from your records in Infoplus. For example, create documents to customize your wareho...
Thu, 12 Sep, 2019 at 1:46 PM
Troubleshooting Smart Document Issues
When creating Smart Documents, users may run into errors or issues.  This article is here to help explain how these issue can be addressed.  This article is...
Wed, 30 Oct, 2019 at 3:00 PM