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514410 More Vtiger Customizing

Invoice Layout

the Invoice, quote and purchase orders are all wrong I want it to look like attached.

I want sales person, Purchase order, Purchase Date, Due Date and Actual Ship date to be on Invoice

discount and tax can be dropped from the invoice, quote and purchase order etc.

Tax must be added to bottom of invoice if applicable.

Repalce Shipping and Handling tax with just Tax.

Product Code to be Changed to Part Nubmer

Product Name to Be Changed to Description

we need extra room for part number and description


Multiple Ship Dates

Also another issue we are having sometimes a customer sends an order with multiple ship dates

We would like the ability to enter the ship date per line on an order.

SO if the customer order 1000pcs and the parts are to be shipped @250pcs intervals

There will be 4 lines each with different ship dates

So if ship dates were 8/1/2011 9/1/2011 10/1/2011 11/1/2011

and then have those ship dates reflect in the funnel forecasting for the coming months.

As is now we create multiple invoice to represent each one of those dates. Very time consuming



Also I did not see options for partial shipments on an invoice away to create backorders

So if a custoemr wants 100pcs of an item and 50pcs are stock we can create and invoice for the 50pcs while the outof stock items becomes a back order. Creating a sales order for the remaining pcs on the order.


Need fields for entering tracking nubmers. On Invoice



Another problem is customer payment terms

Net 30

Net 40

Credit Card

Cash On Delivery

We should be able to pick payment terms from a list that is setup under admin for each customer.



There must be a faster way to email when under quote,sales order or invoice. If u are under invoice it should automatically email the account the invoice is under. But we can change that.'

We can add any email address under CC or BCC but under To: does not allow this. We should be allowed to enter any email in To: and or pull from list of accounts.

As of right now is only allows you to put from list of accounts.


On Product page.

It allows us to put in image of product. Great. I would like also

be able to add link to website page. or use iframe using the link added under products page.


I can not hide Product Number in View of products.

[url removed, login to view]

THe first colum should be "Part Number"

I want to remove product number from search drop down menu. By default search should be Product Number.

Beceriler: .NET, Her şey Kabul, Düzenleme, PHP, vTiger

Daha fazlasını görün: backorder vtiger, wrong invoice, view more, sales person on line, pick-n pull, php intervals, part payment invoice, tax and accounts, ship image, sales funnel, outof, name to be changed, invoice/quote, funnel, emails handling, customizing, pick module, create purchase order, email iframe, net cash, iframe change, delivery invoice, quote purchase sales, partial shipping, default shipping address

İşveren Hakkında:
( 15 değerlendirme ) United States

Proje NO: #2260342