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Is it possible to add a column to the quote module? I would like to add some columns like part number and so on so that I can create a custom quote report to send to the customer that strips out certain things like product number. I like to use the quote module to build a parts list but only want to send the customer certain things. Hope this makes sense to someone!
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The system comes with many different Quote form formats that you can use to give your customer. Take the one that is closer to wheat you're after and using the built in report designer customize it and add/remove the relevant columns.
For detailed information on customizing reports, please use the links below. * Reports Designer User Guide * Reports FAQ Hope this helps. |
