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In the document settings you configure the templates for the documents generated by Shopware such as invoice and delivery note. You have the possibility to integrate your company logo and bank details.
You open the module via Settings > Shop > Documents. First you will get an overview of existing templates. In the standard Shopware already provides global templates for delivery note, invoice, credit note and storno bill. To edit these, you can open the context menu via the "..." button and open the template configuration via Edit.
In the context menu you also have the possibility to delete a template.
Please note that the default global templates delivered with the system serve as fallback and cannot be deleted.
In addition, you can create your own templates that you assign to individual or multiple sales channels and then overwrite the global template. The mask for the new creation can be opened by clicking the button Add document.
The basic setting options for the 4 different document types do not differ.
There are no fundamental differences between creating a new template and editing an existing one. Please note that the assignment cannot be adjusted for the global templates delivered with the system, this is only possible for your own templates.
In the following example, the areas that you can customize in this configuration are marked.
In the settings you define, for example, the structure of the file name of the PDF files to be generated, determine the general styling of the document and define which order information is to be output.
The data for the header is generated from the basic information of the sales channel (2) in which the order was executed and the order data (customer number, order number and order date).