Streamline Order Document Generation with Order Printer Pro
Table of Contents:
- Introduction
- Logging into Order Printer Pro
- Selecting Orders to Generate Documents
- Generating Documents for Single Orders
- Customizing Templates
- Pre-made Templates
- Managing Template Orders
- Customizing Branding
- Delivering Receipt and Invoice Electronically
- Additional Features
- Conclusion
Introduction
Welcome to Order Printer Pro! In this guide, we will walk you through the main features and functionalities of our app. Whether you want to generate documents for multiple orders or customize templates to match your brand, this article will provide you with step-by-step instructions and tips. So let's get started!
Logging into Order Printer Pro
When you first log into Order Printer Pro, you will be directed to the "Recent Orders" page. This page displays your ten most recent orders. However, the best way to select orders for document generation is within the Shopify admin itself. Simply navigate to the order section and use the checkboxes to select the orders you want to load. In the bottom menu, select "Print with Order Printer Pro" to load the app with your selected orders. From there, you can choose to activate and generate various documents such as receipts, invoices, and more. The app also supports draft orders and quotes, making it easy to generate documents for these types of orders as well. Additionally, you can load the app for a single order directly from the Shopify admin by going to "More Actions" and selecting "Load App".
Selecting Orders to Generate Documents
To select orders for document generation, it is recommended to use the Shopify admin. Within the order section, you can use checkboxes to select the specific orders you want to load in Order Printer Pro. Once selected, simply choose "Print with Order Printer Pro" from the bottom menu, and the app will load with the orders already selected. This allows you to generate your chosen documents with ease. Whether you need receipts, invoices, or other document types, Order Printer Pro has got you covered. Additionally, you have the option to activate and print/export the documents in PDF format.
Pros: Convenient way to select and generate documents for multiple orders. Provides flexibility and customization options for document types.
Generating Documents for Single Orders
Order Printer Pro also allows you to generate documents for single orders. To do this, navigate to an individual order within the Shopify admin. From the order actions menu, select "Load App" to load Order Printer Pro directly for that specific order. This feature comes in handy when you need to quickly generate documents for a single order without going through the process of selecting multiple orders.
Pros: Allows for efficient and hassle-free document generation for single orders.
Customizing Templates
The documents generated by Order Printer Pro are made up of various templates. We provide pre-made templates that you can use as is or customize according to your preferences. When you first install the app, you will find templates for receipts, packing slips, quotes, returns forms, and more. To customize these templates, access the "Manage Templates" page from the app. Here, you can add your logo, change the layout, and customize other elements to match your brand.
Pre-made Templates
Order Printer Pro offers a selection of pre-made templates for various document types. These templates include receipts, packing slips, quotes, and returns forms. When you install the app, you will find these templates already available for use. You can also reorder the templates based on your preferences. Additionally, the app allows you to choose which document will be generated automatically based on the type of order. For example, if you want a packing slip to be generated automatically when loading the app from the order section in Shopify, you can set it as the default document for that order type.
Managing Template Orders
Order Printer Pro provides a feature to manage template orders. With this feature, you can easily select the default document that should be generated automatically when accessing the app from different sections in Shopify. For example, if you frequently work with draft orders, you can set a specific document, such as a quote, to be automatically generated when loading the app from the draft order section in Shopify. This allows you to streamline your document generation process based on order types.
Customizing Branding
To give your documents a personalized touch, Order Printer Pro allows you to customize branding elements. You can upload your logo, choose the size of the logo, and select an accent color for your documents. These branding elements will be applied to all generated documents, providing a cohesive and professional look. When previewing the templates in the app, you can see how your logo and accent color will be incorporated into the documents.
Delivering Receipt and Invoice Electronically
In addition to printing documents, Order Printer Pro offers the option to deliver the receipt and invoice electronically to your customers. By setting up the PDF delivery feature, customers will receive their receipts and invoices via email as a PDF attachment. To set up this feature, simply click on the "Setup PDF" link in the app. You can choose the paper size, select where to add the PDF link (e.g., shipping confirmation email), and customize other settings. This not only saves paper but also provides a convenient and eco-friendly way for customers to access their documents.
Pros: Eco-friendly solution for delivering receipts and invoices. Convenient for customers to access their documents digitally.
Additional Features
Apart from the main features mentioned above, Order Printer Pro offers additional functionalities. These include managing your subscription, customizing your branding, viewing account activity, and more. You can access these features from the "Account" section of the app. Here, you can check your subscription details, update branding elements, view activity logs, and access other settings.
Conclusion
Order Printer Pro is a powerful app that simplifies and streamlines the document generation process for Shopify store owners. Whether you need to print, export as PDF, or deliver documents electronically, this app has you covered. With customizable templates, branding options, and convenient features, Order Printer Pro helps you create professional and personalized documents for your customers. If you have any questions or need assistance, our support team is available 24/7 and more than happy to help. Start optimizing your order document workflow with Order Printer Pro today!
Highlights:
- Easy and convenient document generation for multiple orders
- Customizable templates and branding options
- Electronic delivery of receipts and invoices
- Eco-friendly solution for document delivery
- Additional features for managing subscriptions and account activity
- 24/7 support available
FAQ:
Q: Can I generate documents for multiple orders at once?
A: Yes, you can easily select multiple orders within the Shopify admin and load Order Printer Pro to generate documents for all selected orders.
Q: Can I customize the templates to match my brand?
A: Absolutely! Order Printer Pro provides pre-made templates that you can customize by adding your logo and adjusting other elements to match your brand identity.
Q: How can I deliver receipts and invoices electronically to customers?
A: Order Printer Pro allows you to set up PDF delivery via email. Customers will receive their receipts and invoices as PDF attachments, providing a convenient and eco-friendly alternative to paper documents.
Q: What additional features does Order Printer Pro offer?
A: In addition to document generation and customization, Order Printer Pro offers features such as managing your subscription, viewing account activity, and accessing other settings to enhance your overall experience.
