- Set Default templates for multiple reportsAdmin will be able to set default templates for numerous reports like:
- Sales Orders
- Purchase Orders
- Request Quotation Forms
- Delivery Notes
- Picking List
- Several Template Options to Generate ReportsAdmin can opt for any report template from 6 exquisite Report templates and can use it as per the requirements.For the Templates, First priority for report template set on reports, if not then set on decided for customer and after then set on decided for company. If everything is not set Contemporary Template will be used.
The 6 templates are:
- Admin has all the authority on configuration of report fieldsWith Clever All In One report Templates admin can change following fields of the report template.
- Template Base Color
- Template Text Color
- General Text Color
- Company Name and Address Color
- Customer Name and Address Color
- Table Odd and Even Parity Color
- Report Logo
- Report Watermark Logo
- Display Company Name in Bold
- Display Customer Name in Bold
Admin can elect whether product description is needed on the report or not. Admin can also choose company name & customer name will be displayed in bold or not on the report. Admin can also add company logo and water mark in the invoice.
- Feature to set Report Templates for Specific CustomersAdmin can set Specific Report Template for different Customers with Multiple Report Templates.
- Set Custom Footer for InvoiceBy Enabling Custom footer option, admin can set text for the footer in the reports with help of Clever All In One report Templates.
- Facility of Color Picker for Managing Text ColorsAdmin can choose any color for the editable text fields with the color picker provided by Clever All In One report Templates.
- Generate PDF of Reports for PrintingWith the Clever All In One report Templates admin can generate PDF for the reports and print them upon requirement.
- Keep a Track of Payment HistoryAdmin has the facility to stay up-to-date with all the payments provided by customer for the products bill with Clever All In One report Templates.
- Bifurcate Duplicate BillsWhen duplicate invoices are generated, DUPLICATE will be displayed on the top header.
- Can choose from multiple templates for numerous Reports.
- Can add watermark & Logo of the company to the Reports.
- Can set colors for text of the reports.
- Can set company name & customer name in bold letters.
- Can keep a track of payment history.