IDCA

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.