Hello,
I am trying to make my own themes for invoices and price quotations, but I want to manually distribute my items table cells rather than just generating them automatically inside a loop.
so is there something like row.cells[‘description’] or row.cells[‘custom_field_label’]
if this is not possible, is there a way to create inventory custom fields but show them only in the price quotation and not in the invoices or sales orders?
Themes function across all transaction types. So you would need conditional logic to exclude something only in sales quotes. But why bother? It would be easier to create a custom theme you use only for sales quotes. Put whatever you want into it. And for other transaction types, do not use that theme.
i do use a separate theme for invoices and quotations, but i have made a custom fields in the inventory such as key features, part number & image.
what I want to do is to make these custom fields visible in the price quotation theme but invisible in the invoice.
but when I use the row.cells loop it generates the cells automatically and adding the custom fields to the table
so i want a way to tell the system to get some specific fields only in a specific context
I am curious, maybe with an example about why it would be desirable that a price quotation provides more details than the resulting invoice. Please elaborate so maybe I understand better and will advise the same for our businesses.
usually, in the price quotation, we like to add more details to explain the features of our products so in case we are introducing another quotation with an alternative solution and budget the client will have the chance to compare both quotations to know which one is suitable for them, also to clarify why our solution might cost more money than a competitor, the client will have the answer in the details.
so we add the key features for each product and the part number in case the client wanna search for the datasheet to know more information.
but these details are not needed in an invoice since the client has already become familiar with the products so all they need is an invoice to prove they paid this amount for these products at this date in addition to some related terms and conditions.
it’s a marketing strategy since when the client is asking for price quotations they are in the “interest” stage of the customer journey they need more details to know why they will pay this money for you, but the invoice is in the “action” stage of the customer journey and here the client already know all the answers they need
There’s your answer right there, no theme needed. Just don’t create those custom fields for sales Invoices.
