Skip to main content

How do I configure and customize my order documents?

In this article, you'll get an overview of how to manage your order documents in Shopware 6 and how to use Pickware-specific extensions to display additional information — for example, custom fields on products and orders, or data captured during picking in the WMS App.

The basic document configuration is done directly in Shopware. You can find detailed information on all document types and settings here in the Shopware Helpcenter.

Selecting a document type

You make all settings for your order documents in the Shopware Admin.
Go to Settings → Shop section → Documents.

Dokumentensettings.png

In the overview, you can see all available document types, for example your invoice (invoice), the delivery note (delivery_note), and the credit note (credit_note). Our Pickware-specific documents, such as the picklist (pickware_erp_picklist), are also listed here.

DOkumententypen.png

Here you create document types, assign them to Sales Channels, and edit layout, headers and footers, address settings, and all Shopware-side options.

Displaying custom fields on your documents

You can also extend your documents with custom fields. These offer flexible ways to adapt order documents to industry-specific or internal business requirements. These custom fields can be displayed directly in the documents without requiring a template adjustment.

You can find out how to configure these custom fields and what possibilities they offer here.

Extending supplier orders

For supplier orders, additional Pickware-specific document features are available to you, for example customizing the PDF template (e.g. logo, alignment, business address) and configuring the columns of the CSV file for email sending. You can find more on this in the article How do I customize the documents for my supplier orders?

Customizing the put-back receipt

The document that is created when putting back an order in the WMS App can be customized via a template adjustment. For this customization, proceed in the same way as for other Pickware documents: In your theme, create the file picking-process-receipt.html.twig in the documents directory and override the document_body block. Since the template doesn't provide any other blocks, the entire content of the block must be overridden.

/custom/plugins/DeinTheme/src/Resources/views/documents/picking-process-receipt.html.twig

You can use the following code as a template for your customization:

// picking-process-receipt.html.twig 
{% sw_extends '@PickwareWmsBundle/documents/picking-process-receipt.html.twig' %}

{% block document_body %}
// Original Inhalt
{% endblock %}

You can find our template for copying the content in the plugin folder at

PickwareErpStarter/vendor/pickware/wms-bundle/src/Resources/views/documents/picking-process-receipt.html.twig

Note that this template is also used for the receipt of the completed picking process — changes affect both documents.

Displaying information captured during picking (e.g. serial numbers)

If you pick with the Pickware WMS App, additional information can be captured during picking. Depending on the workflow, this includes, for example, serial or batch numbers, expiration dates, or other product-specific properties. To do this, navigate to Settings → Extensions → Pickware ERP → Information types section.

Pickware.png

Here you can view your existing information types and add new ones. Whether and how this information should later appear on your order documents is determined by the checkbox Show on order documents. This appears immediately if you create a new information type.

Info.png

Info 1.png

Your configured information is automatically output at the appropriate place in the document. However, data captured during picking is not displayed on credit notes.

Serie.png

If you generate invoices or delivery notes after the picking process has been completed, your customers can, for example, view the serial numbers of their products directly on the document.

Outstanding items on the partial delivery note

For partial deliveries via the WMS App, the delivery note contains, in addition to the list of delivered items, an overview of all items still outstanding. This lets your customers see at a glance which items will follow in a later delivery — reducing follow-up questions and preventing incomplete packages from being mistakenly perceived as incorrect deliveries.

Lieferschein ausstehend.png

Below the main table, the section Outstanding items appears. It shows all items that have not yet been delivered or not fully delivered, with the respective outstanding quantity in the Outstanding column. Items that were canceled, refunded, or returned before the delivery note was created do not appear in the list of outstanding items.

Configuration

The display of outstanding items is enabled by default. If you don't want to show the section on your delivery notes, you can disable it in the document configuration of the delivery note. To do this, navigate in the Admin to Settings → Shop → Documents, open the configuration of your delivery note (delivery_note), and disable the corresponding option there.

Option.png

The section is only shown on delivery notes generated via the WMS App. Delivery notes created directly via the Shopware Admin do not contain the section.

Using the template file for further customization

If the configuration in the Shopware Admin isn't sufficient, you can override the underlying Twig templates. To do this, create a file with the appropriate name in the documents directory in your own theme or plugin, and extend or override the existing blocks. You can find a complete guide from Shopware on this here.

For many Pickware documents, we already provide a base template that you can use as a starting point. In practice, it has proven useful to first implement the desired appearance via the configuration and only go directly into the template for special layout requirements. This keeps your customizations clear and easier to follow.

So if you want to customize documents, it's best to always start in the Shopware Admin under Settings → Shop → Documents and select the relevant document type there. Then check step by step:

  1. Do the logo, headers and footers, and addresses match your branding?

  2. Does the item list contain all the information relevant for customers or the warehouse?

  3. Do you want to make additional information visible on the document via custom fields?

  4. Should information captured during picking, such as serial numbers, appear on documents?

Only if you can't achieve your goal with these options is it worth looking into template customization. This way, you retain control over your documents without having to dive unnecessarily deep into the code.

For content that falls outside the Pickware configuration but that you still want to include, for example, in your picklist — such as fields from third-party plugins or marketplace data like an Amazon transaction ID — a template customization is the right approach. This information cannot be displayed via document settings and must be added directly in the template.

Customizations in the plugin folder are not update-safe and will be overwritten with every update. You should therefore always create your own theme and store your individual customizations there.

Did this answer your question?