Add Column in Sales/invoice

Ronald · January 30, 2017, 12:11pm

Hi,
I Need help in adding Serial number(Sr.) column on the left side of the page before Description in sales Quote and invoice.
Thanks
Ronald

Tut · January 30, 2017, 2:09pm

This is not a variable that exists in Manager. You will need to obtain local programming support to develop a custom theme in Liquid if you want that on your forms.

gmo · January 31, 2017, 11:54am

@Ronald, with “serial number” do you mean “Line Numbers”?
Like OL LI type of list?

product 1 description
product 2 description
product 3 description

If so, can be done adding an increment in the template loop, something like:

Before the loop

{% assign i = 0 %}

Inside the loop

{% assign i = i | plus: 1 %}

Then print the value in place with

{{ i }}

Hope it helps.

Ronald · January 31, 2017, 2:44pm

Thanx gmo. Will give it a shot.

mastertrading · February 25, 2017, 8:01pm

can you plz send full coding of serial number add method

gmo · February 27, 2017, 9:26am

Hi @mastertrading, based on first template: ^{(the white one)}

Original template

<table style="padding: 30px">
    <thead>
        <tr>
            <td colspan="99">
                <table style="margin-bottom: 20px"><tr>
                    <td style="font-weight: bold; font-size: 32px">{{ title }}</td>
                    {% if business.logo != null %}<td style="text-align: right"><img src="{{ business.logo }}" style="max-height: 150px; max-width: 300px" /></td>{% endif %}
                </tr></table>

                <table style="margin-bottom: 20px"><tr>
                    <td>
                        <div><b>{{ recipient.name }}</b> {{ recipient.code }}</div>
                        <div>{{ recipient.address | newline_to_br }}</div>
                        <div>{{ recipient.identifier }}</div>
                    </td>
                    <td style="border-right-width: 1px; padding-right: 20px; text-align: right">
                        {% for field in fields %}
                        <div style="font-weight: bold">{{ field.label }}</div>
                        <div style="margin-bottom: 10px">{{ field.text }}</div>
                        {% endfor %}
                    </td>
                    <td style="padding-left: 20px; width: 1px; white-space: nowrap">
                        <div style="font-weight: bold">{{ business.name }}</div>
                        <div>{{ business.address | newline_to_br }}</div>
                        <div>{{ business.identifier }}</div>
                    </td>
                </tr></table>

                <div style="font-size: 14px; font-weight: bold; margin-bottom: 20px">{{ description }}</div>
            </td>
        </tr>
        <tr>
            {% for column in table.columns %}
            <td style="font-weight: bold; padding: 5px 10px; text-align: {{ column.align }}; border-left-width: 1px; border-bottom-width: 1px; border-top-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if column.nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ column.label }}</td>
            {% endfor %}
        </tr>
    </thead>
    <tbody>
        {% for row in table.rows %}
        <tr>
            {% for cell in row.cells %}
            <td style="padding: 5px 10px; text-align: {{ table.columns[forloop.index0].align }}; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ cell.text | newline_to_br }}</td>
            {% endfor %}
        </tr>
        {% endfor %}
        {% for column in table.columns %}
            <td style="border-bottom-width: 1px; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}">&nbsp;</td>
        {% endfor %}
        {% for total in table.totals %}
        <tr>
            <td colspan="{{ table.columns | size | minus:1 }}" style="padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.label }}</td>
            <td style="border-color: #000; border-left-width: 1px; white-space: nowrap; border-right-width: 1px; border-bottom-width: 1px; padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.text }}</td>
        </tr>
        {% endfor %}

        {% for field in custom_fields %}
        <tr>
            <td colspan="99">
                <div style="font-weight: bold; padding-top: 20px">{{ field.label }}</div>
                <div>{{ field.text | newline_to_br }}</div>
            </td>
        </tr>
        {% endfor %}

        {% if emphasis.text != null and emphasis.positive %}
        <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr>
        {% endif %}

        {% if emphasis.text != null and emphasis.negative %}
        <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr>
        {% endif %}

    </tbody>
</table>

With incremental line numbers per product row

<table style="padding: 30px">
    <thead>
        <tr>
            <td colspan="99">
                <table style="margin-bottom: 20px"><tr>
                    <td style="font-weight: bold; font-size: 32px">{{ title }}</td>
                    {% if business.logo != null %}<td style="text-align: right"><img src="{{ business.logo }}" style="max-height: 150px; max-width: 300px" /></td>{% endif %}
                </tr></table>

                <table style="margin-bottom: 20px"><tr>
                    <td>
                        <div><b>{{ recipient.name }}</b> {{ recipient.code }}</div>
                        <div>{{ recipient.address | newline_to_br }}</div>
                        <div>{{ recipient.identifier }}</div>
                    </td>
                    <td style="border-right-width: 1px; padding-right: 20px; text-align: right">
                        {% for field in fields %}
                        <div style="font-weight: bold">{{ field.label }}</div>
                        <div style="margin-bottom: 10px">{{ field.text }}</div>
                        {% endfor %}
                    </td>
                    <td style="padding-left: 20px; width: 1px; white-space: nowrap">
                        <div style="font-weight: bold">{{ business.name }}</div>
                        <div>{{ business.address | newline_to_br }}</div>
                        <div>{{ business.identifier }}</div>
                    </td>
                </tr></table>

                <div style="font-size: 14px; font-weight: bold; margin-bottom: 20px">{{ description }}</div>
            </td>
        </tr>
        <tr>
            <td style="width: 10px">#</td>
            {% for column in table.columns %}
            <td style="font-weight: bold; padding: 5px 10px; text-align: {{ column.align }}; border-left-width: 1px; border-bottom-width: 1px; border-top-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if column.nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ column.label }}</td>
            {% endfor %}
        </tr>
    </thead>
    <tbody>
        {% assign i = 0 %}
        {% for row in table.rows %}
        {% assign i = i | plus: 1 %}
        <tr>
            <td style="width: 10px">{{ i }}</td>
            {% for cell in row.cells %}
            <td style="padding: 5px 10px; text-align: {{ table.columns[forloop.index0].align }}; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ cell.text | newline_to_br }}</td>
            {% endfor %}
        </tr>
        {% endfor %}
        <td style="width: 10px">&nbsp;</td>
        {% for column in table.columns %}
            <td style="border-bottom-width: 1px; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}">&nbsp;</td>
        {% endfor %}
        {% for total in table.totals %}
        <tr>
            <td colspan="{{ table.columns | size }}" style="padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.label }}</td>
            <td style="border-color: #000; border-left-width: 1px; white-space: nowrap; border-right-width: 1px; border-bottom-width: 1px; padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.text }}</td>
        </tr>
        {% endfor %}

        {% for field in custom_fields %}
        <tr>
            <td colspan="99">
                <div style="font-weight: bold; padding-top: 20px">{{ field.label }}</div>
                <div>{{ field.text | newline_to_br }}</div>
            </td>
        </tr>
        {% endfor %}

        {% if emphasis.text != null and emphasis.positive %}
        <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr>
        {% endif %}

        {% if emphasis.text != null and emphasis.negative %}
        <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr>
        {% endif %}

    </tbody>
</table>

You can see the changes here: Manager.io incremental counter for product row

Line 33: Add identifier text heading
^{<td style="width: 10px">#</td>}
Line 40: Create i var for count
^{{% assign i = 0 %}}
Line 42: Increment counter
^{{% assign i = i | plus: 1 %}}
Line 44: Print current number
^{<td style="width: 10px">{{ i }}</td>}
Line 50: Add empty space for total row
^{<td style="width: 10px"> </td>}
Line 56: Remove minus 1 as we add a new col
^{<td colspan="{{ table.columns | size }}"...}

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