Customizable Documents

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Customizable documents

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Customizable documents, software defaults and configuration of reports.

Please note that this is not by any means a comprehensive list as you can design virtually any report that you need.

We have only tried to list some of more important features.

 

Some of the documents that can be customized.

 


Where to find

Invoices, Credit Notes & Delivery Notes


Invoices 80- and 40 column slip reports as well as A4 reports

Invoice > Invoice options

Invoice label report (Shipping label)

Invoice > Invoice options

Delivery note

Invoice > Invoice options

Credit note

Invoice > Invoice options

Customer statements

Customer > Customer options

Customer label (Label with customers detail on it)

Customer > Customer options

Inventory


Serial number label

Inventory > Inventory options

Price list

Inventory > Inventory options

Goods received note

Inventory > Inventory options

Purchase order  (Purchase order you sent to the supplier)

Inventory > Inventory options

Barcode labels

Stock > Stock extra > Print labels

Inventory groups

Stock > Inventory Group

Item lists


Workshop


Job card invoice (The invoice generated from the job card)

Workshop > Workshop options

Job card

Workshop > Workshop options

Job card label (Label you put on the equipment)

Workshop > Workshop options

Work card (Report the technician must fill in)

Workshop > Workshop options

Quotations


Quote report (Quote the client is going to get)

Quote > Quote options

Quote label report (If you want to put a label on the equipment)

Quote > Quote options

Quote work card report (Report the technician must fill in)


Sales Order


Sales order

Sales order options

Sales order picking slip

Sales order options

General Ledger


Chart of accounts