Add specific information to your documents
For adding common details to templates: payment details, proforma title, supplier codes, component products, backorders, attributes, barcodes, Purchase Order costs, units of measure, comments, print name, currency and packing slip line order.
By Heather1 author13 articles
- Add payment details to a Doc Designer templateShow your bank or payment information on Invoices, Sales Orders, Sales Quotes or Purchase Orders.
- Create a proforma invoice templateChange the invoice title so printed and emailed invoices say Proforma Invoice.
- Add supplier product codes to a Purchase Order templateShow each supplier's own product code on the Purchase Orders you print or email.
- Show component products on Sales Order, Invoice and Packing Slip templatesPrint the components of an assembled product on your sales documents.
- Show backordered quantities on Sales Order and Invoice templatesAdd To Ship, Shipped, To Invoice and Invoiced columns to your printed Sales Orders and Invoices.
- Add product attributes to a Doc Designer templateShow up to three product attributes, such as Model or Country of Origin, on your documents.
- Add barcode images to a Doc Designer templateShow a product's barcode as an image on your printed documents.
- Add cost lines to a Purchase Order templatePrint the additional costs on a Purchase Order, and include them in the order total.
- Show multiple units of measure on Doc Designer templatesPrint the purchasing unit and base unit quantities on Purchase Orders, Supplier Returns and Labels.
- Add comments to a Doc Designer templateShow the comments from a transaction on the document you send or print.
- Add an alternative name to a Purchase Order templateShow a different document name on your printed Purchase Orders.
- Add the currency code to a Doc Designer templateShow the customer or supplier's currency on your documents, and find out how currency symbols work.
- Sort transaction lines in sequenceFix line numbers that print out of order on a template.