Product display templates

Product Display Templates allow you to format Handshake Rep so your sales reps can see the information they are used to having while writing orders. These are now available for modification on the Templates page of Handshake Hub.

When writing an order via Handshake Rep, the default display looks like this...

But with Product Display Templates you can modify where and how product information is displayed, giving you something that looks more like this...
 

Lets first take a look at the five elements of a product display that can now be customized via templates...
 

1. Primary Product Description
2. Secondary Product Description
3. Pricing Calculation
4. Line Subtotal
5. Inventory Display
   
   

Primary Product Description

This template will allow you to customize what should display as the primary product information. By default this field is populated with the Name of your product, but using our template editor you can prioritize another product field such as the SKU. You can pull from any of the product related fields available in Handshake to customize this view to your liking. Some common examples you may want to copy and paste are:

{{ item.sku }}
{{ item.longDesc }}
{{ item.barcode }}

You can choose to display any one of these fields, or any combination of these data points by including them in the template.

Secondary Product Description

This template will allow you to customize what should display as the secondary product information.  By default this field is populated with the SKU of your product, but using our template editor you can set another product field, such as the description. You can pull from any of the product related fields available in Handshake to customize this view to your liking. Some common examples you may want to copy and paste are:

{{ item.name }}
{{ item.longDesc }}
{{ item.barcode }}

You can choose to display any one of these fields, or any combination of these data points by including them in the template.

Pricing Calculation

This template will allow you to customize how the price calculations will display.
 

Line Subtotal

This template will allow you to customize how the line subtotal will display.

Inventory Display

This template will allow you to customize the messaging around your inventory display. For example instead of "5 in stock", you may want to set a rule that says if inventory drops below 10 units for a product, then display "limited availability". Additionally you may want to change "0 in stock" to say "coming soon" or "out of stock".

The code snippet used in our example pictured above is as follows:

{% if stockUnit.shelfQty == 0 %}
Out of Stock!
{% else %}
{% if stockUnit.warningLevelQty > stockUnit.shelfQty %}
Limited Availability
{% else %}
{{ default }}
{% /if %}
{% /if %}

If you need any additional assistance or have questions regarding the customization of your product display templates, please email our customer support team at your earliest convenience.