Item details customizer

Calculate Profit In VTiger

January 21, 2019
calculate gross profit in vtiger
Article
In standard VTiger 7 and VTiger 6, there are no tools to calculate profits on individual Quotes, Invoices, Sales Orders, and Purchase Orders. Calculating a profit can be as simple as deducting cost from total of each product as well as whole invoice or may go complex if added taxes, adjustments, shipments, additional services etc. Anyways, this is a big issue for every level organization.   Using Item Details Customizer Advanced for VTiger 7, or Profit Calculator for VTiger 6, you can calculate profits per sale, product, day, and more. This is done by utilizing the “Cost” field on products and services in VTiger. You can adjust costs, apply discounts, and calculate potential profit. The profit is stored in VTiger field and therefore reportable. Calculate Profit Let’s see how can we configure Profit Calculation in VTiger 7 using Item Details Customizer Advanced. Open Menu > Settings > CRM Settings >

Remove Shipping & Handling Charges On Quotes/Invoices/Orders In VTiger 7

July 9, 2018
Article
Item Details Customizer (Advanced) is an enhanced version of our standard “Item Details Customizer” which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals.   Remove Shipping & Handling Charges On Quotes Go to Menu > Settings > CRM Settings > Extension Pack > Item Details Customizer(Advanced). Click on the “Quotes” tab and select “Totals“.  Click on the “Delete” icon to remove Shipping & Handling Charges.  Here you can see there are no Shipping & Handling Charges while creating a Quote.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Add Running Sub Totals On Quotes/Invoices/Orders In VTiger 7

June 27, 2018
Article
Item Details Customizer (Advanced) is an enhanced version of our standard “Item Details Customizer” which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals.     How to Add Running Sub Totals   Go to Menu > Settings > CRM Settings > Extension Pack > Item Details Customizer(Advanced). Click on the “Sales Order” tab and select “Totals“. Check box the label field for adding a Running Sub Total.  While creating a Sales Order you can add the configured running sub total by clicking the “Add Running Sub Total“. drop down menu.  Here you can see the Running sub Total In Sales Order.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Add Custom Total In Invoices In VTiger 7

June 15, 2018
Article
Item Details Customizer (Advanced) is an enhanced version of our standard “Item Details Customizer” which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals. How to Add Custom Total Go to Menu > Settings > CRM Settings > Extension Pack > Item Details Customizer(Advanced). Click on the “Totals” button for adding a new Custom total.     Click on “Add New Field” button and enter the Custom Total Title and Formula.     Here you can see the Custom Total In Invoices.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Add Sections On Quotes/Invoices/Orders in VTiger 7

June 7, 2018
Article
Item Details Customizer (Advanced) is an enhanced version of our standard “Item Details Customizer” which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals. How to Add Sections on Quotes/Invoices/Orders Go to Menu > Settings > CRM Settings > Extension Pack > Item Details Customizer(Advanced). Click on the “Sections” button for adding a new section.     Click on “Add New Value” button and enter the section Title.     Here you can see the new section while creating a new Quote.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Add New Columns/Fields To Items Details Section In Quotes Or Invoices In VTiger 7

January 16, 2018
Article
VTiger Item Details Customizer (Advanced) allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. It is completely flexible and allows multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. How to Add New Columns/Fields to Items Details Section Go to the “Menu” and select “CRM Settings“.     Under the “Other Settings” select “Item Detail Customizer (Advance)“. Then click on the “+ Add New Column” button to add a new column.     Add the Name of the new column and configure it according to your requirement. Click on the “Save” button to save the changes.     Click on the “+ Add Product” button to add a field in the “Item Details Section“.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

VTiger Item Details Customizer (Advanced)

July 1, 2017
Article