sales-order

How do I assign templates for my sales orders/purchase orders/estimates?

To assign individual templates to modules such as an SO/PO/estimate,

  • Navigate to Settings -> Templates.
  • Inside the templates section, select from the modules for which you wish to assign individual templates.
  • You can either edit the template provided, or create a new template.

Assigning Templates


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest