This section of pixi Web is currently available as a BETA feature. To enable access, please contact Descartes pixi Support to have it activated for your database.

The Templates page in pixi Web offers you comprehensive functionalities for managing document types. Here you can store, delete and customize templates to meet your requirements. The user-friendly interface enables efficient organisation and customization of templates for different document types. The following functions are available in the templates section:

Store, download and delete templates
Set templates as default templates
Edit templates in ZPL and TXT format

Activation for Users

Users with roles that have the Template Management permission enabled, can access the Templates page. Follow these steps to enable the permission:

In pixi Web, navigate to Administration > User Administration> Roles.
Scroll to the General section. Click Edit.
Tick the box in front of Template Administration (description: Allowed to access to the Templates page).
Click Save.

Template Overview and Action Bar

You can access templates in the template overview. Various information is also available on the overview page:

Name: Name of the template
Description: Description of the template (max. 255 characters)
Type: Document type of the template (e.g. invoice, item label, etc.)
Format: File format of the template (ZPL, TXT or REPX)
Standard: Shows whether the template is marked as standard (Yes/No)
Created, Created by: Creation date and creator
Edited, Edited by: Date and user of the last change

The action menu offers the following functionalities:

Create: Create template entries
Set as Default Template: Set template as standard template
Delete: Delete individual templates

Sorting and grouping

In addition, on this page you have the option of grouping the various columns according to your preferences and displaying the page more clearly. To do this, click on a column header and drag it into the bar between the action menu and the column overview.

New Template

Follow these steps to create an entry for a new template:

Click on the Plus icon in the action menu.
Fill in the following fields:
1. Name: Name of the template
2. Description: An optional description or additional information for the template
3. Type: Select the document type:
  - Offers, Item Label, Electronic Invoice, Credit Memo, Bin Label, Purchase Order, Shipping Document, Picklist, Invoice, Goods Receipt, Goods Return Slips
Click Create.
The template has been created and you will be automatically redirected to the details page.

You can now edit template details on the details page.

Defining the default template

Follow these steps to define a template as the default template:

Select the line containing the template by clicking on it so that the line is highlighted in blue.
In the action menu, click the seal icon .
In the dialogue window, confirm your selection by clicking Set.
The template has been set as the default template. The value in the Default field changes to Yes.

Once set, the default template cannot be deselected. You can only mark another template as the default.

Deleting templates

Follow these steps to delete a template:

Select the row containing the template by clicking on it so that the row is highlighted in blue.
Click the paper bin icon in the action menu.
In the dialogue window, confirm your selection by clicking Delete.
The template has been deleted.

Templates: Detail Pages

On the detail pages, you can view and edit detailed information about your templates. You can upload templates and download already stored templates. Follow these steps to open a detail page:

Open the Templates page.
Click on the linked name of the template in the Name column.
The details page opens.

General

The following information is displayed on the details page of a report in the General tab:

Template Information

The following information is provided in the Template Information area:

Name: Name of the template
Description: Description of the template (max. 255 characters)
Type (cannot be edited): Document type of the template (e.g. invoice, item label, etc.)
Format (cannot be edited): File format of the template (ZPL, TXT or REPX)
Standard (cannot be edited): Shows whether the template is marked as standard (Yes/No)

File

The File section contains the following:

File: The file that is currently stored for the template is linked here. Click on the link to download the file.
Add template: Upload a file or drag and drop it into the field. Below the field, you will find a link to download predefined standard templates.
Reference Nr. (used for Preview) - This allows document previews, available under Setup > Preview, to be generated based on a relevant reference number

Download and edit standard templates

pixi provides you with standard templates that you can customize according to your needs. You can find the necessary files here:

Standard templates as individual files
Template editor (available at pixi Web > Administration > Downloads > Template Editor)

Setup (for ZPL/TXT files)

In the Setup tab, you can edit ZPL/TXT files directly in pixi Web:

Open the Templates page.
In the Name column, click on the linked name of the template.
The details page opens. Click on the Setup tab.
Click on Edit.
Make your changes.
Click on Save.

Setup (for REPX files)

In the Administration > Templates section, administrators can manage and customize existing templates. After opening a template from the list, you can access the integrated editor via the Setup tab. This editor is based on DevExpress and offers a user-friendly interface for editing. Once your changes are complete, save the template to apply it system-wide:

Navigate to Administration > Templates.
Open the desired template by clicking the entry in the list.
Select the Setup tab to open the editor.
Wait until the DevExpress editor is fully loaded.
Make your desired adjustments to the template.
Click Save to apply the changes.

Detailed information about the DevExpress editor can be found on this page.

Sub-Templates (Sub-Reports)

To modularize document creation and reuse consistent layout or content blocks across multiple templates, you can include and manage sub-templates within a primary report or template configuration.

Sub-reports are a special type of report or template that do not connect to a dataset. This is an intentional design feature, allowing sub-reports to be reused across various template types. However, because sub-reports lack an associated dataset, they are primarily intended for static content or design elements. Parameters defined on sub-reports are best used to customize their appearance or behavior, enabling users to make specific adjustments as needed.

To create a sub-report:

Open Administration > Templates.
Click the + icon.
Enter the following information:
1. Name: A descriptive name for your subreport so you can quickly identify it.
2. Description: A short description that will also be displayed in the Templates overview page.
3. Type: Sub-Report.
Click Create.
In your sub-report, open the Setup tab.
In the left navigation menu, click on the A (Label) icon and drag it into your preferred band.
In the text field on the right, enter, for example, your company headquarters.
Open the left menu (three vertical lines) and select Save...
Return to the Templates and open a template where you want to insert the sub-report, for example, your invoice.
Open the Setup tab.
Drag the Subreport icon (clipboard symbol) into your Footer.
In the menu on the right, under Report Source URL, select your subreport (in this example: Footer for documents).
Go to the top right and click Preview to test the display.
The text field from your subreport should now be loaded into your document.