Templates: how this screen works
On Templates you manage the documents and emails QrX makes for you: packing slips, picklists and the emails shoppers get to verify their email address or receive their delivery PIN. You write each template in HTML with placeholders for order data, and you see a live preview while you work. This guide walks you through every part of the screen.
What you see on this screen
The back arrow (top left): back to Settings.
New Template (top right): create a template.
Search by name, type…: find a template. The list updates while you type.
Refresh (the round arrow): reloads the list.
Type tabs: All, Packing Slip, Picklist, Shipping Notification, Email Verification and PIN Notification show only templates of that type.
The template list: Name, Type, Channel (the merchant channel it is for, or a dash when it is for all channels), Active or Inactive, Version, Updated and Created. Click Name, Version, Updated or Created to sort. Click a row to open the template.
Below the list you see how many templates there are (Showing 1 to 5 of 5) and the page buttons.
What each template type is for
Packing Slip: the slip that goes in the parcel, with the shipping and billing address and the items. You can choose which packing slip to use in your shipping rules.
Picklist: the list your team uses to pick the items from the shelves. Also chosen in your shipping rules.
Email Verification: the email a shopper gets to confirm their email address.
PIN Notification: the email with the delivery PIN a shopper shows at the door.
Shipping Notification: an older type that no longer sends anything. Shipping updates are now made in Track & Trace. You can still open your existing ones, but you cannot create new ones.
For email templates without a custom template, QrX uses its own standard email.
Copy, edit or delete a template
The icons are at the end of each row. On a computer they appear when you move your mouse over the row; on a touch screen they are always shown. On a phone, each template card shows the copy and delete icons.
Copy template: opens a new template filled in with the same details, with "(copy)" added to the name. Nothing is created until you click Save.
Edit: opens the template.
Delete: asks Delete Template and removes the template after you confirm. This cannot be undone.
Create or edit a template
Click New Template or a template in the list. The screen shows Create Template or Edit Template. Use Save to save and Cancel or the back arrow to go back to the list without saving.
Template Details
Template Name (required): for example "Custom Packing Slip".
Template Type: Packing Slip, Picklist, Email Verification or PIN Notification. You choose it once: Type cannot be changed after creation. When you pick Email Verification or PIN Notification for a new template, QrX fills in its standard email so you can start from there.
Merchant Channel: the channel this template is for, or None (all channels).
Locale and Country (email types only): choose the shopper languages and shipping countries this template is for. Leave them empty for a general template. QrX picks the best match: language and country first, then language, then country, then channel, then your general template.
Email Subject (email types only): your own subject line. Leave it empty to use the standard subject.
Active: switch off to stop using a template without deleting it. Inactive templates are not used.
Template Body (HTML)
Badge designs is the last tab, after PIN Notification. Use WYSIWYG to select a block in your design and edit it with the same rich text tools as Product Updates: formatting, colours, links, images and tables. Source lets you edit the complete HTML and CSS. Switching modes alone does not change your HTML. Use QrX badge design replaces the unsaved body with the QrX circles design. Save to keep it. Existing customised designs are preserved. The preview fits the 53.98 × 85.60 mm badge without internal scrollbars. Available profile photos and company logos are embedded for preview, print and PDF; otherwise initials and QrX are used. The company name appears below the user name. Keep the QR placeholder and its white quiet zone for reliable scanning.
Preview
The Preview tab shows how the template looks, a moment after you type. It uses sample data. To see a real order, enter its number in Transaction ID for real data (optional) and click Refresh.
Version history
Every save creates a new version. Open the History tab (on existing templates) to see all versions with their date:
Load: puts that version's subject and body in the editor. Nothing changes until you click Save.
Restore: makes that version the current version right away. The new version shows "restored from" with the old version number.
Tips and common questions
"Template name is required.": fill in a name before you save.
"Failed to save template. Please try again.": check your HTML and try again.
Someone else saved the template at the same time: QrX shows a message and lets you reload the latest version.
"Preview failed": the HTML or a placeholder has an error. Check what you changed last.
My email changes are not used: check that the template is Active and that its locale, country and channel match the shopper.
Where are my shipping update emails?: they are made in Settings, Track & Trace.
Need help? Click Chat at the bottom of the Help Center.
Badge designs
Choose Badge design in Template Type in the existing template editor. The premium HTML is provided automatically for new templates. Edit the HTML and save it like any other template. The badge placeholders insert the selected user’s name, company, photo or initials, logo or company name, QR and badge code. Select a user in Preview. Print and Save PDF are available only for Badge design and use your edited HTML. Keep the badge and qr containers and the QR placeholder for reliable output.
{{ badge.name }} {{ badge.company }} {{ badge.photo }} {{ badge.logo }} {{ badge.qr }} {{ badge.code }}
The badge and card-size PDF use exact CR80 dimensions, 53.98 × 85.60 mm. For a paper printer, choose A4 PDF with cut marks: a thin 0.1 mm trim frame and outer corner marks show where to cut. Print at actual size (100%), never fit to page. The regular PDF and direct Print use CR80 paper. The dashed design boundary is a preview guide only.