Expandly: Help & Support

How can we help?

Logo1.png Creating a picklist template

Follow

Overview

Create a picklist template to use in Expandly.

Video

Steps

1. Click Configuration (left menu), Order Settings and then Template Designer

Expandly_-_template_designer.png

2. Here, you’ll find all of the templates in Expandly, including the picklist template

1. Locate the picklist template on the Template Designer page and click on the Copy icon (right)Map_Order_Status.PNG

2. Name your new picklist template in the pop-up box and click Submit

3. Locate the new picklist template and click the Edit icon (right) Icons.png

4. Use the template designer to create your new picklist - making use of the keywords on the right by clicking to insert. Once finished click Update (top right)

Expandly_-_pick_list_-_default_edit.PNG

Note - if you already have an HTML design you want to use, click Source to paste the code

The default format for a picklist is to display grouped items:

Expoandly_-_Picklist_-_default.PNG

If you would prefer your picklist to be grouped by customer name instead, follow these steps when editing the template:

1. Using the template designer add an extra column to your table by right-clicking on the table and selecting column

2. In the column where you want the customer name, click the CustomerName keyword (left)

Expandly_-_pick_list_customer_edit.PNG

2. One finished, click Update (top right) to save

Expandly_-_Pick_list_customer.PNG

Next Steps

Now you've created a picklist template in Expandly, you might want to:

Manage orders in Expandly

Print picklists in Expandly

Print shipping labels in Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

Was this article helpful?
0 out of 0 found this helpful

Comments