Excel Template
Excel templates control which columns are included, in what order and with what style, when you use Export Excel in a module. Without a template, the Default Excel Template is used.
Menu: Others › Templates › Excel Template
How to create an Excel template
Required permission
Others › Excel Template › Create
- Open Others › Excel Template and click ⊕ (Add New Template).
- Enter a Name and choose the Module.
- Under Table Column, choose the columns and their order.
- Set the Header Style: Text Align (Left, Center or Right) and Bold.
- Check the Preview and save.
When you export, choose your template from the export menu.
Example
The buyer always exports purchase orders to send to one supplier in the supplier's own layout. Create an Excel template with only Supplier SKU, Product Name, Qty and UOM in that order, and choose it when exporting.
Other permissions for this module
| Permission | Allows you to |
|---|---|
| Others › Excel Template › Update | Change templates |
| Others › Excel Template › Delete | Delete templates |