Selecting a Document Template

Print or export a PDF document from an order, cart, or product when one or more document templates are configured for your tenant.

PDF document templates let you generate branded documents — delivery notes, pro-forma invoices, gift receipts, packing slips, and similar — directly from the In-Store App. When templates are configured, a Print PDF option appears in the relevant part of the app. If more than one template is available, a selector dialog lets you choose which one to use before the document is generated.

This page explains where the Print PDF option appears, how to choose a template when prompted, and what happens after you confirm.

Prerequisites

At least one PDF document template must be configured for your tenant by an administrator.
Templates are scoped to an area (order, cart, or product) and optionally to a market. The Print PDF option only appears where templates are configured.

Where Print PDF appears

Location	How to access
Cart	Tap the overflow menu (⋮) in the cart panel header. Print PDF appears in the menu when cart templates are configured.
Order detail	Tap the Print icon in the top bar. When both receipt and PDF templates exist, a dropdown shows Print receipt and Print PDF. When only PDF templates exist, tapping the icon goes straight to PDF.
Product detail	Tap ⋮ in the product page top bar, then tap Print PDF.

The Print PDF option is hidden when no templates are configured for that area. If you expect to see it but do not, ask your administrator to check the document template settings for your market or tenant.

Printing with a single template

If only one template is configured for the area, the app generates the PDF immediately — no selector dialog appears. A small loading spinner replaces the print button while the document is being generated. Once ready, the system print or share dialogue opens so you can send it to a printer, save it, or share it.

Selecting from multiple templates

If more than one template is configured, the Select template dialog opens automatically.

The dialog shows:

A PDF icon and the title Select template in the header.
A × button to cancel without printing.
A list of available templates, one per row, separated by dividers.

Tap a template name to select it. The dialog closes and the app immediately begins generating the PDF for the selected template.

While the PDF is being generated, a small circular loading indicator replaces the print button. Once the document is ready, the system print or share dialogue opens.

If you change your mind, tap × in the dialog header to cancel. No document is generated.

Template selection logic

The app resolves which templates to show using this priority order:

Templates scoped to the current market — shown first if any exist for that market.
Tenant-wide default templates — used as a fallback when no market-specific templates are configured.

This means two devices in different markets may see different templates for the same area.

Error states

Message	Cause	What to do
Failed to generate PDF	The server could not generate the document.	Check your network connection and try again. If the problem persists, contact your administrator.