By default when you start Invoice, Quote or Sales Order the item defaults to products. This is not convenient for businesses who are oriented towards services, however there’s a quick tip how to change the first line item to services.

We strongly recommend to backup vTiger files and database before doing any changes to code/database.

• Navigate to “vtigercrm/Smarty/templates/Inventory/ProductDetails.tpl”
• Go to line 172, the line should be:
• <img id=”searchIcon1″ title=”Products” src=”{‘products.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”productPickList(this,’{$MODULE}’,1)” />
• Change it to:
• <img id=”searchIcon1″ title=”Services” src=”{‘services.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”servicePickList(this,’{$MODULE}’,1)” />
• Save files and you are set.

Default vTiger Invoice/Quote/SalesOrder to Service Instead of Product