Copy the current template before changing anything
Treat the existing template as a working production asset. Copy its code into a dated rollback file or duplicate the template before you paste a replacement. Give the new version a name that identifies the document, collection, paper size and date.
Keep Print by default turned off while testing. This prevents an unfinished layout from entering the normal fulfilment workflow before it has been reviewed.
Change shared design rules before individual details
Start with the logo, accent colour, typography, page size, business identity and contact hierarchy. These decisions should be consistent across the invoice, packing slip, picking worksheet, gift receipt and return form.
After the shared rules are stable, review document-specific content. A gift receipt should omit prices, a picking worksheet can include internal cues, and a return form must reflect the merchant's real policy.
Test with a deliberately difficult fictional order
Use long product and variant names, SKUs, multiple quantities, discounts, a long address and enough items to create another page. Awkward data reveals wrapping and page-break problems that a simple example hides.
Use fictional or approved test data when creating screenshots or examples. A template-design workflow should not require exposing a real customer's name, address or order.
Save, print and release in separate steps
First inspect the browser preview. Then save a PDF with browser headers and footers disabled, and finally test the physical printer used by the operation. Each step reveals different problems.
Only enable the new template after the final wording and output have been approved. Preserve the rollback copy so the previous version can be restored quickly.
Order Printer install and print checklist
Protect the current setup, prepare a representative test order and verify the physical output before release.
Review before you publish a template.
- Preserve the current template in a dated rollback file.
- Create the replacement under a clear, separate name.
- Confirm shared logo, colour, typography and paper-size rules.
- Use a difficult fictional order for preview testing.
- Save a PDF and inspect every page at normal scale.
- Enable the template only after an authorized review.
Practical answers.
Do I need to edit Liquid to customize Order Printer?
Order Printer templates are built with Liquid, HTML and CSS. OrderSimple generates coordinated Liquid files from a guided setup so the merchant can paste and verify them without designing each document from scratch.
Can I restore the old template?
Yes, if you preserve the current code or keep the existing template unchanged. A labelled rollback is an essential part of a safe customization workflow.
Ready to coordinate the complete set?