How to Add or Edit a Document Template

Step 1: Go to the Document Template Settings

Navigate to Settings > Document Template
To create a new one, click + New
To edit, select an existing template from the list

Step 2: Name & Assign the Template Type

Choose a clear, unique name
- e.g., Quote – Detailed (Retail) vs. Quote – Detailed (Commercial)

Select the purpose of the document: Quote, Invoice, Statement.

This will affect when the document will be available to you (and your staff and customers)

Choose a type:
- Quote, Invoice, Statement, Docket, Receipt, Purchase Order, Credit Note
{{Blank}}: Will appear everywhere

Set Sequence (Optional)

Use this to order templates (alphabetically or by workflow priority)

This part is not important now but is good in the housekeeping stage, you can arrange the templates in an order that will help you find the template required. whether it be in alphabetical order, process order or most used to least required, this way when you need a document you dont have to spend time scrolling around looking for the right template as it will be in an order you recognise

Send on Confirmation

Send on confirmation is designed to autonomously send emails to your Customers who have a log in to your company and can place orders.

Generally speaking this would be a Quote/Invoice or Check order

Click here for more information about this

Step 3: Modify the template and add your logo

Using Word or another word processing editor, modifying the BUZ template to fit your requirements.

Make sure the field names match our documented field names. These need to be correct for the template to print correctly. The documentation can be found here.

You can also use a previously exported / imported Word file, saving you the effort of having to re-create the template from scratch.

For help on adding a Merge field click here.

Step 4: Import the updated document template file

Click Select file, the file name will be displayed and will be uploaded when Save is selected at the bottom of the screen.

Step 5: Download our options layout template file

Start by downloading our options layout XLSX (Microsoft Excel 2010 Spreadsheet) template file. This file gives you a good base to start with that you can modify to fit your requirements.

Select Download current layouts. This will download an Excel spreadsheet, a separate worksheet (tab) for each Inventory Group if there is a new inventory group or the Options to Show have not been setup the sheet will contain all the options on a red background.

More information about this here

Step 6: Modify the template

Using Excel or another spreadsheet editor, modifying the BUZ template to fit your requirements. Refer to Options to Show below for editing details.

Do not change the column headings in the template file. These need to be unchanged for the import to work in the next step.

Step 7: Import the updated options layout template file

Choose a options layouts template file: