We have had a lot of requests for the ability to generate custom delivery notes and other documents.
I’ve recently completed some work on this that will allow a full template system so that you can generate documents across the entire application.
I’ve recorded a demo here of how this will work and am looking for feedback on the following:
Ideas for templates you would like to see created.
Ways in which you would use this type of functionality.
I plan to create a range of default templates which can provide a starting base for all the types of templates we can think of, ie. statements / delivery notes / receipts / refund documents.
I agree this system is different to the current implementation. I can explain the reasoning behind this.
It would be very simple for us to extend what we have currently and provide the option to customize the delivery note columns. However this would only be a single solution for a single document. If another request arrives that users want the option to have a “packing slip” or create shipping labels. every individual item would need to be manually created.
This is why we’ve thought of the template system where it does not matter what you want to create you would be able to craft any document you need from the information within the system.
We certainly appreciate critical feedback, if templates are simply too hard, complex, or not needed, we are more than happy to reappraise what is needed here.
It looks like what you need would be achieved with templates!
If you can give me examples of the documents you want, i’ll create them! I am creating a library of the most popular templates so that you can simply use them.
The idea here is not to burden you with more configuration customization. It is to produce a suite of templates that can just be bolted on. And also have the ability to tweak them to suit your needs.
I understand that for a ecommerce site the documents you’ve listed would be all that is needed. However people using the app may want other data collated such as task reports and also other business reports such as profit/loss customer balance reports all formatted in PDF.
I understand that you do not wish to spend the time doing this.
What I am saying is that I will do that heavy lifting for you and produce the templates, hence the reason for this post. It is an open invitation - for anyone - to request the base templates that will be created for this.
Yes, when running the invoice we can have the ability to choose the dates limite
The Same statement can be added for all clients in one statement to see all invoices and payments for a period selected,
also, you can add a template for the stock statement, Stock IN, Stock Out, and available stock for a selected period
Yes, I know. You ask if we want to send you ideas or template designs to send them. Which format is best to send you those templates/designs.
