Customize PDF export templates for production runs and work orders shared with co-manufacturers via Manage → Templates.
Collection: Work Orders: Admin Setup
Priority: P2
Who this is for
Account administrators customizing manufacturing order documents sent to co-manufacturers.
Before you begin
- Work Orders module enabled
- Access to Manage → Templates
Template types
| Template type | Used for |
|---|---|
| Production Run | PDF export of an entire production run (may include work order appendix) |
| Work Order | PDF export of a single manufacturing order |
Default templates are created when the Work Orders module is provisioned for your tenant.
Steps
1. Open Templates
Go to Manage → Templates.
2. Select template type
Filter or select Production Run or Work Order template type.
3. Edit template content
Configure fields, layout, and optional appendix sections per your co-manufacturer requirements. Common fields include:
- Run / work order number and dates
- Co-manufacturer and location details
- SKU, planned quantity, BOM components
- Service fee and notes
Refer to Luminous export template documentation for HTML/options render modes if customizing advanced layouts.
4. Test export
Open a production run or work order and export to PDF (Export guide). Verify all required fields render correctly.
What happens next
Ops teams use Export to PDF from work order sidebar or production run export actions to share with co-manufacturers.
Related articles
Still stuck?
Contact support for export template customization assistance.