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HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Consignment PDFs

Consignment PDFs


In this guide we will cover:

- How to create PDF templates for Consignments

- How to set the PDF template as default



Create and edit consignment PDF Templates

In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top.


Fig 1. Consignments type on PDF Templates


The full list of Consignment $-Variables to use in the template can be found here.


Fig 2. View $-Variables button when viewing a consignment template


Setting a default template.

When generating the PDF on a consignment you will be prompted to choose the appropriate template.


The default template can be set in Configuration > Items and Stock Control > "Default PDF Template for Consignments"


Fig 3. Default PDF Template for Consignments setting in Configuration > Items and Stock Control 


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