Quoting Tool

Quote PDF Template for Foam Sealant Pty Ltd  Foam Sealant would like to create the Quote PDF template as to be very similar to the Invoice PDF layout  Deliverables  We will provide new custom Quote form which generate print based on the given layout and field mapping. So, the users can generate the print by… Continue reading Quoting Tool

Resolve the “String “–” Is Not Permitted Within Comments” When Using Advanced PDF Template

The error “The template cannot be printed due to the following errors:  The string “–” is not permitted within comments” is usually encountered if an Advanced PDF Template is being used as a printing type of the transaction. It is a reserved character and it is being considered as part of the source code on… Continue reading Resolve the “String “–” Is Not Permitted Within Comments” When Using Advanced PDF Template

Creating Custom Wave Criteria Templates

Wave criteria templates define the orders you want to include in wave transactions. You can customize the default search template by predefining the standard filtering criteria or adding more filters to suit your wave requirements. You can also add columns to the order search results that appear on wave transactions. Read the following guidelines for… Continue reading Creating Custom Wave Criteria Templates

Remove the Gaps Between the Item Labels When Printing on Advanced PDF/HTML Template

There is a requirement to print Item Labels using Advanced PDF/HTML Templates, the labels are being printed by 3’s with large gaps in between. To minimize the gaps, an adjustment to the Item Label Template should be done. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates Click Edit beside the preferred Item Label PDF/HTML Template Top right corner: Toggle Source Code Remove the… Continue reading Remove the Gaps Between the Item Labels When Printing on Advanced PDF/HTML Template

Remove Balance Forward Line on Statement Advanced PDF/HTML Templates

User wants to remove the Balance Forward line (first line) within the Customer Statement using the Advanced PDF/HTML Template. Solution Navigate to Customization > Forms > Transaction Forms Preferred Statement Form: Click Customize Print Template: Make a note of the Name Navigate to Customization > Forms > Advanced PDF/HTML Templates Click Edit/Customize by the Template from step 3 Top right corner: Toggle Source Code Source Code: Add an if-else tag on the line item part… Continue reading Remove Balance Forward Line on Statement Advanced PDF/HTML Templates

Remove Item from Sales Order with a Wave

User needs to remove an item line from a Sales Order with a related wave. This cannot be done even if the Pick Task of the affected item is marked as Done or deleted as well as if the Wave is completed. Doing so triggers the system to throw an error.  Solution Click Edit on the affected… Continue reading Remove Item from Sales Order with a Wave