Printing Settings

1. Access Printing Settings

• Open WorkMate from your Shopify dashboard.

• Navigate to the Settings section.

• In the settings menu, locate and select Printing to configure print templates for work orders, purchase orders, and more.

2. Configure Email Settings

• In the Emails Settings section, configure your various email settings such as a default email address.

• In the Email address section, you can enter:

  Your own email address, or a shared office printer email address to print documents automatically.

3. Select the Document Type to Customize

• In the Print Templates section, you will see separate areas for configuring different document types.

Work Order Print Templates: Customize templates for printing work orders.

Purchase Order Print Templates: Customize templates for printing purchase orders.

• Click on the document type you wish to customize.

4. Choose or Create a Print Template

• WorkMate provides some default templates, such as:

Quote Template for work orders.

Work Order Invoice Template.

• To customize a template:

• Select one of the available templates to edit, or

• Create a new template by clicking New Template.

5. Customize the Template Using Liquid

• Liquid is Shopify’s template language used for dynamically generating content.

• In the template editor, you can customize elements such as:

Work Order Details: Include fields like order number, date, customer information, etc.

Line Items: Display product or service line items associated with the work or purchase order.

Custom Fields: Add any custom attributes or fields you’ve configured in WorkMate.

• To reference available variables (e.g., work order ID, customer name, product details), click the View Template Variables button. This will display a list of variables you can use in your template.

Example Liquid Code:

<h1>Work Order #{{ work_order.id }}</h1>

<p>Customer. {{ work_order.customer_name }}</p>

<p>Date. {{ work_order.created_at | date. "%B %d, %Y" }}</p>

6. Save Changes

• After customizing your templates and configuring the email settings, click Save to apply the changes.

7. Test Your Print Template

• After creating or editing a template, you can test it by creating a work order or purchase order and selecting the Print option.

• The print document will use the template you configured and send it to the specified email address for review or printing.