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.
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