Columns, unit, branch and formatting of an order export template

Where to find it

In your account menu, under Catalog and exports, in the Quotes and orders tab, in the Quote and order templates card. The rules below appear when you open a default template (CSV and TXT, Excel, PDF) or when you create and edit a custom template.

Opening a template takes you to the template screen: the list disappears, and the arrow at the top (or the browser's Back) returns to the list. The editor is divided into blocks that open and close, and each one shows a summary when closed: Columns (the first one, already open), Header and totals (only in the sent quote template, opened from the Sent estimate row of the Templates list), Unit, branches and page (in the CSV and Excel defaults, Unit and branches) and Formatting. Every existing template saves on its own: the footer says Saved automatically with each change recorded.

The columns of the order file

In the Columns block, each button with + adds a column; clicking again removes it. The chosen columns appear in a table with Field, Label and Order:

• Label is the title that goes in the file's header; you can rewrite it;
• the Order arrows move the column up and down;
• the X removes the column.

Fields come in groups, by what each column says:

• Product: Code, Description, Unit, Prepack, Barcode (EAN) (the item's code), Case code (DUN) (the closed case's code), Image, Buyer Ref. (the code the customer wrote) and Code via Match;
• Quantity and price: Quantity, Table Price, Discount (%), Discount per unit, Line discount, Net Price and Final Price with taxes. Discount (%) is the line's total discount on the Table Price (the table's or the rule's together with the seller's concession), and it's the same per unit and on the line. In value there are two numbers: Discount per unit is how much the Net Price ended up below the Table Price, and Line discount is that times the quantity;
• Taxes: Line taxes and, for each tax the organization's products have, the rate and the line value (for example IPI (%) and IPI (value));
• Totals: Line total (without taxes) and Line total (with taxes);
• Stock: Status, Qty in stock, Pre-sale qty and Pre-sale arrival;
• Delivery: Branch and Branch CNPJ;
• Other: Notes.

There are three prices for one unit, and each says whether it includes tax:

• Table Price: the table's price, before the discount. Without taxes;
• Net Price: the price after the discount. Without taxes. Quantity times this price gives the line total without taxes;
• Final Price with taxes: the Net Price plus the taxes of one unit.

And the tax in money:

• Line taxes: the sum of all the line's taxes (IPI, ST and the others), already multiplied by the quantity. A line with no tax comes out blank;
• IPI (value), ST (value) and the other per-tax columns: each tax separately, for those who need to see them one by one.

The totals are of the line (for each item); the document total comes out in the footer. In the table footer, Line taxes sums the whole column.

A template saved before 18/10/2026 may have columns that are no longer offered for new templates: Tax Value (only the line's first tax, not the sum; in the editor it appears as Value of 1st tax) and Bar code (the EAN, or the DUN when the product has no EAN). They keep coming out as they did, with the label the template stored. To see the line's total taxes, replace Tax Value with Line taxes. The Net Price (legacy) column, which gave the same number as Net Price, was converted into it on 19/10/2026, with the label the template stored: the file comes out the same.

In Catalog attributes: the attributes the organization's products have, such as NCM or product line.

In product columns, Show as, next to the label, chooses how each one comes out. The photo: Image (inside the Excel and PDF cell), Link (a "View image" that opens without login, for the customer who receives the file) or Image and link. In Excel and PDF, a photo the product has that didn't arrive in time becomes the "View image" link. The codes: Number, Barcode (drawn in Excel and PDF) or Number and barcode. In CSV the photo always comes out as the address, and the code as the number.

The stock columns (Status, Qty in stock, Pre-sale qty and Pre-sale arrival) are team-only: they come out in the file someone on the team downloads and never in the one that goes to the customer. That's why the format default doesn't offer them.

In the Unit, branches and page block (in the Excel default, Unit and branches), the Items not found in the catalog field chooses where an item the quote didn't find in the catalog comes out: In a note after the table or In the table, in the quote's order. It doesn't appear in the CSV and TXT default, which goes to the ERP with no off-catalog line, nor in the sent quote template, where that item always comes out in the note.

Order template without any columns

With no columns chosen, the system builds an automatic layout that varies by document: it adds image, the item's barcode (EAN), discount and taxes when it finds them. Choose the columns when you need a file that is always the same, for example for an ERP that imports by column position.

In the sent quote template, the column table already shows the ones that come out today, in the paper's order, and each one that only comes out in some quotes says when (for example, only if the quote has a discount). Change it right there: the first change saves the whole list. Once saved, the image, the EAN, the discount, the table price and each tax keep coming out in the PDF only in the quote that has them.

The Branch and Branch CNPJ columns

Branch and Branch CNPJ only come out when the file has one row per branch, that is, in an allocated order with One row per branch. In a consolidated file they don't come out, even if chosen: an empty column in a file someone will import would be worse than a missing column.

Tax columns with taxes turned off

The template applies to all of the company's stores: the editor offers the tax fields when at least one store shows some tax on the quote (the general decision in the Taxes tab, or the Estimates and orders block of Adjust by place), whichever store you are logged into. With all taxes turned off in all of them, they are no longer offered. If a template already had Line taxes, the column stays in the list, struck through, with the no effect notice saying that the taxes are all turned off. In the file of a store with all of them off, the column doesn't come out. Line total (with taxes) keeps coming out, without the "(with taxes)".

The quote default

Where nobody chose columns, the quote's PDF and Excel come out in the default: the Unit column right after the quantity (it's how the customer sees whether the number is cases or pieces), one column per tax with only the value (without the percentage column) and, when the quote has tax, the two totals side by side, without taxes and with. This applies to the automatic layout and to the factory default that came ready and was never touched (which is the case for almost every company), and also to the order copy that comes out in the default. The preview in the Choose template… window shows the same columns as the file you download.

What doesn't change: the templates and defaults whose columns you touched (swapped, removed, added, changed the order or the name of any); the CSV and TXT; the PDF of the quote sent to the customer (and its preview); and the order copy after you adjust the columns through the conversation. To use the default in a template you already customized, add Unit and Line total (without taxes) in the Columns block.

With all taxes turned off in the store, Line total (with taxes) leaves the file when the template also has Line total (without taxes): without tax the two would be the same number.

Unit: pieces, cases or as is

The Unit field, in the Unit, branches and page block, converts the file's quantities:

• Keep as is: each line comes out in the unit it has on the order;
• Units (pieces): lines in cases become pieces;
• Boxes (packages): lines in pieces become cases.

In the conversion, the unit price is adjusted in the same proportion, so the line total doesn't change. Units the system doesn't recognize (kilo, for example) stay as they are.

⚠️ To convert pieces into cases the system needs to know how many pieces come in the case. If that's missing, the Choose template… window shows Packaging missing for conversion into cases, with a Units per case field per item: fill it in and click Save packaging and preview (the value is saved on the product), or click Export without boxes, which switches to a custom template that doesn't convert into cases; if there is none, register one with unit Keep as is. A ★ shortcut that runs into this opens that window.

Per branch: one row, sum or one file per branch

The By branch field decides what happens in an order allocated among the customer's branches:

• One row per branch: one row for each branch, in the same file;
• Sum all branches: one row per product with the total of all branches. The file comes out without the branch and CNPJ columns;
• One file per branch (.zip): one file per destination, inside a .zip. It only exists in custom templates, and only applies to an allocated order; without allocation, the single file comes out.

PDF page orientation

Page orientation (PDF) has Automatic (recommended), Always portrait and Always landscape. In automatic, the PDF measures the columns and turns to landscape only when needed.

In the PDF, what overflows the sheet is the width of the columns, not their number. When it doesn't fit, the document tries, in this order: turning to landscape, squeezing the text columns, reducing the font, abbreviating the default titles (with a legend in the footer) and, finally, drawing each item on two rows. Titles you typed are never abbreviated. To find out what happens with your columns, generate the file.

Formatting: text case, numbers and the CSV

In the Formatting block:

• Text case: Keep original, UPPERCASE, lowercase or Title Case;
• Decimal separator: Comma (,) or Period (.);
• Decimal places: from 0 to 6;
• Thousands separator: None, Period (.) or Comma (,). It can't be the same as the decimal separator: the template doesn't save;
• Delimiter (CSV/TXT): Semicolon (;), Comma (,), Tab or Vertical bar (|);
• Encoding (CSV/TXT): UTF-8 with BOM (opens correctly in Excel), UTF-8 or Latin-1, for older systems.

The document sent to the customer

The columns apply to the files someone downloads. The PDF that Send quote generates for the customer comes out in the template of the Sent quote row, in the Templates list. The company can have several quote templates and chooses which one goes out via Change. In that template, validity, totals, terms and freight always come out, outside the table, and the code or description, quantity, unit price and line total columns are mandatory. The Header and totals block turns the rest on and off, such as the customer's address, the Seller, taxes broken down by tax and logistics. The Seller (whoever serves the customer, from the team or the rep agency) comes already on. The Document title written there is what comes out at the top of the paper; empty, the usual title comes out (Quote or Purchase order). Unit is locked to Document unit, and the PDF table comes out consolidated, with the branch distribution in its own section. Without customization, the document comes out in the system's default quote, with automatic orientation.

When it goes wrong

• I chose Branch and it didn't come out: the order isn't allocated, or the template is set to Sum all branches.
• The file opens with broken accents: change the Encoding (CSV/TXT); for older systems, try Latin-1.
• Numbers come out as 1.234,50 and the system wants 1234.50: adjust Decimal separator and Thousands separator in that format's template.