{"id":8651,"date":"2023-07-06T07:46:03","date_gmt":"2023-07-06T07:46:03","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%86%d8%b4%d8%a7%d8%a1-%d9%82%d8%a7%d9%84%d8%a8-%d9%88%d8%b1%d9%82%d8%a9-%d8%a7%d9%84%d8%ac%d8%b1%d8%af\/"},"modified":"2025-05-19T10:38:13","modified_gmt":"2025-05-19T10:38:13","slug":"creating-a-stocktaking-sheet-template","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/","title":{"rendered":"Creating a Stocktaking Sheet Template"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;Steps to create a Stocktaking Sheet Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701093093275{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1702637920325{margin-left: 200px !important;}&#8221;]<!-- Translated HTML Content --><br \/>\n<!-- Daftra software allows adding or modifying inventory paper templates, and changing the nature of the data displayed in the template, whether related to the institution, client\/supplier, or otherwise. This includes the ability to adjust logos, seals, and template content. --><\/p>\n<ol>\n<li>Click on &#8220;<strong>Templates<\/strong>&#8221; from the main menu.<\/li>\n<li>Click on &#8220;<strong>Printable Templates<\/strong>&#8220;.<\/li>\n<li>Click on the <b>&#8220;Stocktakings&#8221;<\/b> card.<\/li>\n<li>Click on the <strong>&#8220;Add Template&#8221;<\/strong> button.<\/li>\n<li>Specify the name of the new template in the <strong>&#8220;Template Name&#8221;<\/strong> field.<\/li>\n<li>Add the required data in the template content section and control the data formatting as follows:<\/li>\n<\/ol>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3179 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png\" alt=\"\" width=\"1445\" height=\"549\" \/><\/a><\/p>\n<ul>\n<li>\u21b6<strong>:<\/strong> Through this field, you can undo the last modification added and return to the previous one.<\/li>\n<li>\u21b7<strong>:<\/strong> Through this field, you can return to the last addition\/modification after its deletion.<\/li>\n<li><strong>Times New Roman: <\/strong>Through this field, you can specify the font type to use in displaying the template data.<\/li>\n<li><strong>B: <\/strong>This button allows you to display words in a bolder font than the regular font size.<\/li>\n<li><strong><em>I: <\/em><\/strong>This button allows you to display characters in <em>italic<\/em> font.<\/li>\n<li><strong>12PT: <\/strong>Through this field, you can specify the font size to use in displaying the template data.<\/li>\n<li><strong>Text Align:<\/strong> With the three options available, you can determine the data direction, whether to the far right, far left, or center of the page.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3175\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09.png\" alt=\"\" width=\"1443\" height=\"661\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09.png 1443w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09-1024x469.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h24_09-768x352.png 768w\" sizes=\"auto, (max-width: 1443px) 100vw, 1443px\" \/><\/a><\/p>\n<ul>\n<li>?<strong>:<\/strong> Through this field, you can add an image to the design data.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3176\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16.png\" alt=\"\" width=\"1442\" height=\"665\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16.png 1442w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16-1024x472.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h27_16-768x354.png 768w\" sizes=\"auto, (max-width: 1442px) 100vw, 1442px\" \/><\/a><\/p>\n<ul>\n<li><strong>&lt;&gt;:<\/strong> Through this field, you can add custom code to the design data.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8633 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_12h02_20.png\" alt=\"\" width=\"1400\" height=\"773\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_12h02_20.png 1400w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_12h02_20-300x166.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_12h02_20-1024x565.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_12h02_20-768x424.png 768w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 20px;\">?<\/span> <strong>:<\/strong> Through this field, you can add a custom table to the design data, which allows you to specify the number of columns and rows to add.<\/li>\n<\/ul>\n<p><strong><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3173\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24.png\" alt=\"\" width=\"1446\" height=\"465\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24.png 1446w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24-300x96.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24-1024x329.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_13h17_24-768x247.png 768w\" sizes=\"auto, (max-width: 1446px) 100vw, 1446px\" \/><\/a><\/strong><\/p>\n<ul>\n<li><strong>Select Placeholder:<\/strong> Through this field, you can choose the data variables to be added to the design.\n<ul>\n<li>Example: If you want to add a statement for the product shortage list, click on this field and then choose the &#8220;<strong>Product Shortage List<\/strong>&#8221; variable.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8661 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_16h01_10.png\" alt=\"\" width=\"1421\" height=\"744\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_16h01_10.png 1421w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_16h01_10-300x157.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_16h01_10-1024x536.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-11-27_16h01_10-768x402.png 768w\" sizes=\"auto, (max-width: 1421px) 100vw, 1421px\" \/><\/p>\n<ul>\n<li><strong>A4:<\/strong> Through this field, you can specify the size of the design to be added to the account.\n<ul>\n<li>If you choose &#8220;<strong>Other<\/strong>&#8220;, you need to specify the paper size for both <strong>Length x Width<\/strong> and then click on &#8220;<strong>Set<\/strong>&#8220;.<\/li>\n<\/ul>\n<\/li>\n<li><strong>More Settings:<\/strong> Clicking on this field reveals a new option &#8220;<strong>Margins<\/strong>&#8220;, which allows you to define and add margins to the design.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<!-- Translated HTML Content --><\/p>\n<blockquote><p>You can create clones of any of the default designs and then modify them if you only want to make some changes instead of designing a new template.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2043,2064,2067],"tags":[4220,4715,4714,4716],"class_list":["post-8651","user_manual","type-user_manual","status-publish","hentry","category-settings","category-templates","category-printable-templates","tag-printable-templates","tag-printing-a-stocktaking-sheet","tag-stocktaking-sheet-design","tag-stocktaking-sheet-template"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating a Stocktaking Sheet Template - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a Stocktaking Sheet Template - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;Steps to create a Stocktaking Sheet Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701093093275{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1702637920325{margin-left: 200px !important;}&#8221;] Click on &#8220;Templates&#8221; from the main menu. Click on &#8220;Printable Templates&#8220;. Click on the &#8220;Stocktakings&#8221; card. Click on the &#8220;Add Template&#8221; button. Specify the name of the new template in the &#8220;Template Name&#8221; field. Add [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-19T10:38:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/\",\"name\":\"Creating a Stocktaking Sheet Template - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#primaryimage\"},\"datePublished\":\"2023-07-06T07:46:03+00:00\",\"dateModified\":\"2025-05-19T10:38:13+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating a Stocktaking Sheet Template\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Creating a Stocktaking Sheet Template - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/","og_locale":"en_US","og_type":"article","og_title":"Creating a Stocktaking Sheet Template - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_custom_heading text=&#8221;Steps to create a Stocktaking Sheet Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701093093275{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1702637920325{margin-left: 200px !important;}&#8221;] Click on &#8220;Templates&#8221; from the main menu. Click on &#8220;Printable Templates&#8220;. Click on the &#8220;Stocktakings&#8221; card. Click on the &#8220;Add Template&#8221; button. Specify the name of the new template in the &#8220;Template Name&#8221; field. Add [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-05-19T10:38:13+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/2023-07-03_14h14_59-e1701093483393.png"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/","name":"Creating a Stocktaking Sheet Template - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#primaryimage"},"datePublished":"2023-07-06T07:46:03+00:00","dateModified":"2025-05-19T10:38:13+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-stocktaking-sheet-template\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Creating a Stocktaking Sheet Template"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":3,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8651\/revisions"}],"predecessor-version":[{"id":10196,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8651\/revisions\/10196"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=8651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=8651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=8651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}