You can try to make a custom feild for customer tab code feild
and then use custom theme to Show code at place you want.
This may work for your Req.
@ Omnipotent.inc, thanks for the suggestion, I might have a look at it as a last resort, although I was under the impression that the theme feature will be phased out of Manager. It just seems so much more simple to have the Code field of customers show on invoices just like it used to be with the Business identifier field.
Probably better thought of being replaced by
But I agree there’s a lack of examples to illustrate what is readily achievable.
Can anyone pls demonstrate how such a code snipped in extensions, to show Code field on PDF Sales invoices, should look like ?
Here you are!
You have to make a custom field and then, inject it in your invoices through the imvoice templates (not extensions).
@AntonisV thank you very much for the code.
I took a look at it and tried to follow your instructions and this is what I did:
1
make Custom field named CodePDF for Sales invoices
2
then in Settings / Form defaults I put the following code into the field CodePDF
3
then made a new sales invoice and viewed it but I must have missed/misunderstood something as the code does not do anything besides being displayed in the bottom of the PDF sales invoice - I have never done this type of coding before Can you pls advise ?
@Tor the code needs to be placed at the exact line in your Themes
and not Form Defaults
.
@AntonisV this method of modifying the theme will work only for users who are already using a custom theme. but for others who are using the default themes, they still have to edit every old sales invoice and set it to use the new custom theme.
also, it seems the custom field is created for sales invoices and not customers.
ok, so I made a new custom theme in settings and put the the code into it
then I selected this theme for a new sales invoice
but still the Code field dows not show up on the sales invoice PDF. Can you guys pls advise ?
it would appear that working with themes is not your cup of tea and training someone is beyond the scope of this forum. you should wait for the developer to provide a solution.
Employee someone with programming abilities.
@sharpdrivetek, believe me I have no interest as such in theses themes, which is maybe why I have never used them. But throwing in a known code snipped should not be so hard with a little help from the forum and I think I can promise you I will never touch themes again as XML invoices is more my cup of tea going forward
I have already asked @lubos to change this but without answers. Sorry but I just can’t wait
and what type of programmer is that ?
A programmer who has knowledge of liquid Coding language
which is used in themes of manager.
@Tor themes produce result based on data available in your business file. just because someone on the forum provided a piece of code, there is no guarantee that it would produce the desired results in your business file. the user should be skilled enough to troubleshoot any other issues arising due to the code.
for example, @AntonisV provided a piece of code which is based on the custom theme he is already using. you would not find those pieces of code in your business file.
practically, users on the forum can only be a source of guidance rather than a trainer.
@Omnipotent.inc, do Java and Python programmers know liquid ?
this is not a question for the forum but for the programmer themselves.
themes in Manager are written in Liquid.
anyone with basic html skills can edit and modify minor details in the themes but you will need a skilled programmer if you wish to write a theme from scratch.
They Will Told about this
many Java & python programmers Know Liquid But Not All.
@sharpdrivetek, but I was only seeking guidance Lets hope @lubos will fix this basic Code field soon as there are most likely others who have the same request and its maybe not very efficient for everyone in the same position to hire a programmer
I do not think that you need a Java, Python, CEE, etc programmer. You just need someone familiar with theming in Liquid, or try to experiment yourself, a good starting point is Theme architecture and Liquid basics
@eko, thanks