Tag: Document Printing

PDi CRM Documents

PDi CRM Document Printing

PDi CRM DocumentsPDi CRM Document printing module allows for printing all the Sage Pastel Accounting document types.

Create document layouts with multiple lines for each document line, including images, pictures, and inventory notes (from the inventory module).

Define documents using the language code assigned to a customer account. Include a report designed with multiple layouts. Multiple layouts allow creating the main document (e.g., the invoice layout), then perhaps a term of condition document, a packing slip, etc. A sales quotation might include the quote, terms of condition, a letter with the details, and a signature document to confirm receipt of terms and quotations; all the reports are then generated as a complete report pack

View the screencast below for a brief walkthrough of the document printing module