**|** {{:icons:menu-blk.png?16|}} System **|**\\
{{:icons:extension.png?16|}} Invoices **|** Stocks **|** [[brix:en:solutions:service]] **|** Garage **|** Membership Fees **|** [[brix:en:solutions:crm]] **|** [[brix:en:studentservice]]
====== Document Templates ======

A template is a prepared set of data that is copied into a new document when it is created. It is used for documents that recur in the same or a similar form, which avoids entering the same data again and reduces the possibility of error.

The content of a template depends on the document type — the template offers the same fields that are entered in the document itself. A template is not a document in its own right and is not included in any records; it is only a source of data when a new document is created.

===== List =====

[[brix:en:filter_search:start]]

The list shows the templates entered for the company, sorted by document type.

  * {{:icons:filter_list.png?20|}} — Shows and hides the filter.
  * //**{Document}**//\\ List filter. Shows only templates of the selected document type; with no selection all templates are shown.
  * The **Search** box above the list filters the displayed rows by the entered text.

List columns:

  * **Document** — Document type the template applies to.
  * **Type** — Document subtype, entered in the //**{Sub document}**// field of the template. Remains empty for document types without subtypes and for templates in which no subtype is entered.
  * **Name** — Name of the template.

===== Document type =====

The document type is entered before the other data, as it determines which fields and tabs are shown in the template.

  * //**{Document}**//\\ Document type the template applies to, e.g. //111 - Invoice// or //197 - Quote//.
  * //**{Sub document}**//\\ Document subtype, e.g. //RAOT - Regular// for an invoice. Shown only for document types that have subtypes; for a quote, for example, it is not shown.

==== Pseudo documents ====

Besides real documents, the type //999 - Pseudo Document// can also be selected in the //**{Document}**// field. These are printouts generated from existing data that do not exist as a document in Brix.

The pseudo document types are predefined and are selected in the //**{Sub document}**// field. Currently //IOS// — [[brix:en:journal:ios]] is available.

  * {{:icons:note.png?16|}} The same code //999// is also used when defining the [[brix:en:texts|document text]] printed on the company letterhead.
  * {{:icons:important.png?16|}} A pseudo document has no items, so the **//~ ITEMS ~//** tab is not shown.

===== Buttons =====

  * <color #ffffff/#0087ab>**SAVE**</color> — Saves the entered template data.
  * <color #ffffff/#f44336>**DELETE**</color> — Deletes the template. Shown only after the template has been saved.

===== Creating a document from a template =====

A template is selected in the //**{Template}**// field when a new document is entered. Selecting a template copies its data into the document, where it can still be changed freely — changing data in the document does not change the template.

<note>
//**{Name}**// is the name of the template itself and is used only for selecting it; it is not transferred to the document.\\ //**{[[brix:en:opis|Description]]}**// is document data like any other and is copied into the //**{Description}**// of the document created from the template.
</note>

<note tip>
For incoming invoices the reverse applies — the template name is generated automatically from the data entered in the //**{Description}**// field of the incoming invoice.
</note>