HaloITSM Guides

Consignment PDFs

In this lesson we will cover:

- How to create PDF templates for Consignments

- How to set the PDF template as default

Create and edit consignment PDF Templates

In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top.

Fig 1. Consignments type on PDF Templates

The full list of Consignment $-Variables to use in the template can be found here.

Fig 2. View $-Variables button when viewing a consignment template

Setting a default template.

When generating the PDF on a consignment you will be prompted to choose the appropriate template.

The default template can be set in Configuration > Items and Stock Control > "Default PDF Template for Consignments"

Fig 3. Default PDF Template for Consignments setting in Configuration > Items and Stock Control