3 VTiger Extensions To Customize Service & Sales Orders
We, here at VTExperts Inc., keep a closer look on our users’ needs. So, the significance of sales orders and services is not something that we look away from. While using VTiger CRM, the Product & Services can be managed in several ways. But we observed some important customizations missing, which could be very helpful in services & sales purchase orders management. These 3 extensions from VTExperts exactly cover those missing features:
Item Details Customizer – Advanced
VTiger Item Details Customizer (Advanced) is the pro version of its successor and standard “VTiger Item Details Customizer” extension, with several extra features. You can customize Item Details (Product/Services) for Quotes, Invoices, Sales, & Purchase Orders. Moreover, you can also specify new formulas for each column as well as customize formulas for Totals.
The extension accommodates multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Also, it is compatible with PDF Maker that enhances its versatility even more.
Hallmarks:
- Extra column enhancement for the Item Details section
- Ability to reorder existing columns (Name, List Price, Total, Quantity, Net Price)
- SupportsCustom & Standard fields as Item Details Columns
- Allows to make custom columns as mandatory
- Supports CUSTOM FORMULAS FOR EACH COLUMN & TOTAL
- Supports CUSTOM TOTALS WITH CUSTOM FORMULAS
- Includes Compact view of Item Details
- Supports all field types (Checkbox, Date, Picklist, Multi-select, etc..)
- Maps & prefills valuesfrom Product & Services fields
- PDF MakerCompatible
- Compatible with Quotes, Invoices, Sales Orders, & Purchase Orders
- Supports adding/creating columns/fields on Quote Item Details section
- Supports adding/creating columns/fields on Sales Order Item Details section
- Supports adding/creating columns/fields on Invoice Item Details section
- Supports adding/creating columns/fields on Purchase Order Item Details section
- Supportsrecord conversiong (Quote > Invoice/Sales Orders > Invoice)
- Compatible with Convert To Purchase Order Extension
- A very flexibleConfiguration Panel
- Module Manager Compatible
- Available on VTiger Marketplace
For more information, live demo, screenshots, and price details, visit the Extension page.
Convert Invoice, Quote, Sales Orders To Purchase Orders
We present VTiger Convert Invoice/Quote/Sales Order to Purchase Order, a module to easily and efficiently convert Invoices, Quotes or Sales Orders to Purchase Orders. Moreover, you can easily select the specific products, the QTY and Vendor for the new Purchase Order.
It reinforces VTiger CRM with the feature to create Multiple Purchase Orders at same time. Also, it is designed in such an intelligent way that creation of duplicate Purchase Orders is not possible.
Hallmarks:
- Automatically Converts all Products from the Quote/Invoice/Sales Order to Purchase Order
- Possibility to create Multiple Purchase Orders from One Invoice/Quote
- Auto-fills Vendor based on Product associated Vendor
- You can configure if to allow the duplicate Purchase Order Creation in the system or not
- Choose the products of your choice to be added to “Purchase Order”
- Manually specify the Vendor
- Specify the QTY that will be added to the Purchase Order
- Flexible & Friendly GUI
- 100% Modular (doesn’t modify the core files)
For more information, live demo, screenshots, and price details, visit the Extension page.
Item Details On Quote, Invoice, & Order
If you’d prefer more detailed Quotes, Invoices, Sales, & Purchase Orders, Item Details on Quote, Invoice, & Order is best suited for you. This VTiger Extension is developed to display additional Product & Service information on the above mentioned modules.
These features were thoughtfully planned and designed to meet your billing needs, as the standard VTiger Item Details section does not usually provide enough information on the selected Product or Service. In addition, you can include unlimited fields from the Product & Services module on the Item Details for quick and easy access to the information that matters.
The intuitive user interface lets you add & merge fields, as well as format the sections using rich text editor.
Hallmarks:
- Designed to display additional Product/Service information
- CLKeditor (Rich Text/Colors)with ability to design the Item Details section
- Capability to specify unique set of fieldsfor each Module/Service & Product
- Compatible with Quotes, Invoices, Sales Orders, & Purchase Orders
- Module Manager Compatible
- Available on VTiger Marketplace
For more information, live demo, screenshots, and price details, visit the Extension page.
