vtiger invoices

Customized VTiger Product Select/Search Popup

October 28, 2016
If you are  a heavy VTiger user – you are likely familiar with quotes, invoices sales & purchase orders. Within each transaction you can add/select products & services. The current VTiger functionality allows users to select either product or a service and execute a simple search. As this might be enough for a user who has very few records and is comfortable with one search criteria, however for heavy VTiger users, who live and breath quotes/invoices – they need a more sophisticated tool to lookup products. We were asked to customize VTiger product select popup and add the following functionality: Additional Filter by Vendor: In many cases, sales reps are looking products by vendor, and us adding the picklist with all the possible vendors – really speeds up the process. They can simply select the vendor from the list and the list will be automatically filtered. Specify QTY and Price: As

Generating/Combining Master Invoices in VTiger

August 31, 2016
VTiger is a CRM, but also has some accounting elements such quotes, invoices & orders. Invoice functionality is as in any other accounting system – collect payments, export to PDF, mail or email it. If you are dealing with few invoices a month per customer – that might just work. However, if you end up with 10+ invoices that need to combined – we might be able to help. Currently, VTiger does not allow to combine multiple invoices into one “Master Invoice”, so we customized it to allow users to search for invoices using filters and select the ones that need to be combined and create one “Master Invoice”. We also added few custom fields to help keep track of the invoices combined. In addition, the “Master Invoice” will include all the items from the single invoices and will have a unique PDF template, which is easy to follow for the