TT – Customising your Product Grid

Learn how to hide (and show) the different standard fields within the product grid on each of your sales modules, from Quotes to Sales Orders to Invoices.

Tom mentions an FAQ that will walk you through changing the columns on your PDFs…and here it is.

There is so much great stuff you can do with these product grids, both as part of the PDF creation process and within the system. We’ve got lots of FAQs to help you with everything:

• Adding custom fields to your product grids
• Customising the styling your product grids (CSS knowledge is a must here)
• Display product groupings on your PDFs
• Controlling the sub totals and headers
• Using multi-currency options

Now, setting up your PDF templates can feel overwhelming…so many options!!…but if you ever get lost, please just click to chat with a member of our team. We are here to help.

Our top tip for PDF customisation is this: duplicate your templates. This lets you edit and change the styling of the template without affecting the one you are still actively using. Great for trying out new options and testing how they look.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

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