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Pick list Template Options (US)

Use this guide to find out customization options for pick lists.

In Veeqo you can make changes to your templates depending on the needs of your business. This guide will tell you what options are available for your pick list templates.

To view your invoices:

  1. Go to Settings.

  2. Select Printing Documents.

  3. Click on Pick List.

  4. Here, you will see all your templates. There will be one default template to begin.

  5. To view a preview, hover your mouse over the image and click to expand.

Editing Your Templates

You have two choices when editing your templates:

1. Use Veeqo's Custom Presets

Veeqo allows you to make a series of edits to your packing slip and shipping label - no code required! To do this:

  1. Go to Settings.

  2. Select Printing Documents.

  3. Click on Pick List.

  4. Click on the title of the pick list you want to edit.

  5. The Document Setup page will open with a selection of options. These are:

    1. Version name (maximum 30 characters).

    2. Size: Choose between A4 or US Letter.

    3. Branding:

      1. If any brands have been assigned to this document, it will show here*.

      2. You also have the option to set this invoice as the default for any orders not associated to a brand with a specific packing slip and shipping label.

    4. Table Contents:

      1. Product variant images: enable this to show the product image for each line item.

      2. Sort by: choose to sort by Bin Location (recommended), SKU, or Product Title.

      3. Larger font size per line item quantity: enable this to make the quantity larger.

      4. Bold line item quantity when more than 1.

      5. Larger font size for line item SKU: enable this to make the SKU larger.

  6. You can click "Refresh preview" under the document image on the right at any time to view your changes.

  7. Once you are happy with the document, click "Save Changes" in the bottom right.

2. Design a Pick List with HTML

You can design your own pick list from scratch using HTML editor.

  1. Go to Settings.

  2. Select Printing Documents.

  3. Click on Pick List.

  4. Click on "+ Add custom version" in the top right.

  5. The Custom Template page will open. You can edit the following options:

    1. Version name (maximum 30 characters).

    2. Size: Choose between A4 or US Letter.

    3. Branding:

      1. If any brands have been assigned to this document, it will show here*.

      2. You also have the option to set this invoice as the default for any orders not associated to a brand with a specific invoice.

  6. HTML Editor. This is where you can custom build your pick list. The code for the default template will be provided. You can either:

    1. Insert a field from the options provided. To do this:

      1. Click onto the line where you want to insert the field.

      2. Click the dropdown under "insert field".

      3. Choose the field (and value, if applicable).

      4. The code will be updated.

    2. Delete the code and enter from scratch.

  7. You can click "Refresh preview" under the document image on the right at any time to view your changes.

  8. Once you are happy with the document, click "Create Template" in the bottom right.

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