Order Types

An order type can be something such as an Invoice, Quote, Estimate, or whatever you want to call them. You can create any number of different order types. You can also use these to better track various sale types, or customize the appearance of the document you create.  
Customization  
When you create an order type, you can also define the format of the PDF file you wish to generate when sending a copy of it to the client. You will be presented a variety of boxes for entry on this page.

To quickly get started you will want to:

  • Provide a name
  • Choose a header template and footer template
  • Make sure the auto-numbering is correct
You can view a list of the Header and Footer templates under the Help menu, or you can provide your own using the appropriate header or footer html editors.

The templates follow our standard Template Placeholders features. This will allow you to use place holders that will then be filled in automatically by the system. For more information on template placeholders, please visit our help topic: Template Placeholders


Customizing Templates

You can customize the documents header, footer using the corresponding HTML edit fields. You can then customize this, along with the line item formatting using the CSS text area.

Header Template/HTML

This lets you define what the top portion of your document will look like. This should typically include any customer and order details.


Footer Template/HTML

This lets you define the top portion of your document. This includes everything that will be found after the list of items. This should typically include totals and other similar information.


Formatting Options

You can easily customize the basic attributes of your document by using the various formatting options. These will let you choose the item colors of your line items.

Note: Formatting options will be ignored if there is any CSS information entered.

CSS

You can use the CSS to define any coloring schemes, font sizes and other visual effects on the document. You will also use this to customize what your list of items will look like.

The following CSS tags are currently supported.

Class Name

Description

liTableList table class name.

liHeader_RowStyle for the header row.
liHeader_ItemStyle for column header for items name.
liHeader_DescStyle for column header for items description.
liHeader_PriceStyle for column header for items price.
liHeader_QuantityStyle for column header for number of items.
liHeader_DiscountStyle for column header for discount percentage.
liHeader_CostStyle for column header for total line cost.


liEven_RowStyle for even numbered rows.
liEven_ItemStyle for item name on even rows.
liEven_DescStyle for item description on even rows.
liEven_PriceStyle for item price on even rows.
liEven_QuantityStyle for number of items on even rows.
liEven_DiscountStyle for discount percentage on even rows.
liEven_CostStyle for total line cost on even rows.

liOdd_RowStyle for odd numbered rows.
liOdd_ItemStyle for item name on odd rows.
liOdd_DescStyle for item description on odd rows.
liOdd_PriceStyle for item price on odd rows.
liOdd_QuantityStyle for number of items on odd rows.
liOdd_DiscountStyle for discount percentage on odd rows.
liOdd_CostStyle for total line cost on odd rows.

liFooterRowStyle for last line on list of items.

Columns to Show

This is not yet available, but shortly you will be able to specify what columns you want to show on the list.


Auto Numbering

You can adjust how you want this particular order type to be auto-numbered.

Please Note:
Choosing an order type will increment the item number, even if you do not save it.



 
 
 
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9/28/2021