Multiple Form Templates

1

Hello,

This feature request has been mentioned before but not properly discussed, as far as I know.

The request is to add support for multiple form templates. Currently, there is only one form available for every kind of transaction, and the form defaults can only be set for one type of transaction.

@lubos previously mentioned that the ability to show or hide certain fields on forms would be added. Therefore, it makes much more sense to have different sets of fields for different kinds of transactions.
Even Users can have different templates specified for different divisions with different business names, logos and even with different themes.

Additionally, the ability to specify audience users for each kind of template would be very useful, so that restricted users can only see the templates they are authorized to access.
Below are some pictures for reference how it would work.

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2 Likes
2

Wouldn’t this be covered by having ability to have multiple “form defaults” and then being able to select which form default to use?

3

Yes, basically the same thing. If the ability is added to list/access those multiple Form Defaults from’ under Copy to function of forms, and not just one default, along with user restrictions.

4

Also, it would be nice to have the ability to have multiple names and logos in the same business file, for businesses that operate with multiple different DBA’s (doing business as) or trade names but are one inseparable entity for financial purposes. For example: Smith & Co. LLC, does business as Great River Cleaners for some services, and Rivertown Home Repair for other services.

5

I think that would be solved if Divisonal details are introduced same as business details in settings. And if this multiple form feature request is implemented then you can have different forms for different divisions.

3 Likes
6

It would also be good or help with situations where customers are handled differently for terms and/or sales tax. Rather than having to go through every item on an invoice and set it to ‘no tax’, having it automated by customer would be a great help.

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7

I think an autofill checkbox in the customer might be the thing for this. I have long thought that customers should have an ‘Autofill - Discount’ checkbox just as ‘Inventory Items’ have an ‘Autofill - Tax Code’ or ‘Autofill - Unit Price’ box; I do not see why this would be infeasible. So, for your purposes @KrisK, maybe, there could also be an ‘Autofill - Tax Code’ box on ‘Customers’

1 Like
8

That would be fine as I know who my tax exempt customers are and can easily do it this way.

9

This really would solve me a bunch of issues… by now dealing with 3 different set of prices + few custom discounts its a nightmare…also beause for a company having different pricelists or different discounts is normal…