Internal Document Layout

The Internal Document Layout section allows you to customize your default document layouts with your logo and contact information and create new layouts.

1 Document Layouts
2 Setting Up your Default Layout

Document Layouts

There are four default document layouts provided in P2:

Barcode Label (4 x 4) - standard layout for product and pallet barcode labels.
Blank Layout - customize body layout of a document.
Full Page Content - customize header, footer and body layout.
Default - standard template used for invoices, statements, pick lists, packing slips, etc. The Default needs to be updated before going live with P2.

Setting Up your Default Layout

Click on Edit to the left of Default to launch the editing program. Follow the steps below to customize the header and footer (optional). PLEASE NOTE: We do not recommend changing or editing the body of the document.

Change Header: Click on the logo on the left side to replace the Primarius logo with your own logo. Your logo will auto-size to match the dimensions of the space. We recommend a PNG file format and images no larger than 1600 px Width by 1400 px Height. Once you have uploaded your logo, the program will show you a preview. To make revisions or change the logo, simply click on the logo to upload a new file. Once you are done with your logo, click into the address field in the center of the header. Replace the default text with the name of your organization, full address and contact information. Use the text formatting tools in the toolbar to customize the font, font size and appearance. We recommend saving your changes to the header before making additional changes. To save your changes, click on Save button.png .

Change Footer: The footer has a large area for a "boilerplate" that would be seen on all documents. A "boilerplate" is a standardized set of sentences used by an organization to convey a uniform message. This could be a brief description of the organization, a mission statement, an organizational vision, your 501c3 status or any other text you would like to appear on all documents. Use the text formatting tools in the toolbar at the top to customize the font, font size and appearance. When you are done, save your changes by clicking on Save button.png .