Update Transport Details & Doc / LR number

[vikram1]

I want to update Transport Details & Doc / LR number in system & it also show in invoice copy.

[lubos]

@vikram1

Transport Details & Doc / LR number

what’s that?

[vikram1]

it is dispatch detail, in which mention transport name,its tracking number,contact no.address,booking date,etc.,

[lubos]

Well, you can use custom fields.

Custom fields

You can add custom fields to various forms to capture additional information with your records in Manager. To create a custom field, go to Settings tab [image] Click Custom Fields [image] The screen will show a New Custom Field button with each form. [image] Click the New Custom Field button from the relevant form (e.g. Sales Invoices) [image] Enter the name in the Label field [image] Click Create button. [image] When you create a new sales invoice, you will notice the new custom fi…

[vikram1]

actually i add some of items in our original format so i submit that format so please check & suggest me how to add transportation option in this format :

<table style="width: 100%">
    <thead>
        <tr>
        <div style="float:left; border:1px ; width:200px; height:60px; margin-bottom:10px; font-size: 20px; font-weight: bold;">Retail Invoice</div>&nbsp;
        <div style="float:right">{% if business.logo != empty %}<img src="{{ business.logo }}" style="max-width: 300px; max-height: 150px">{% endif %}</td>
        </tr>
        <tr>
            <td colspan="2" style="padding: 20px 0px">
                <table style="width: 100%">
                    <tr>
                        <div style="vertical-align: top; font-weight: bold; width: 1px; white-space: nowrap; padding-right: 10px">
                            To
                        </td>
                        <td style="vertical-align: top">
                            <div>{{ customer.name }}</div>
                            <div>{{ billing_address | newline_to_br }}</div>
                            <div>{{ customer.identifier }}</div>
                        </td>
                        <td style="vertical-align: top; width: 100px; padding-right: 20px; vertical-align: top; text-align: right">
                            <div style="font-weight: bold">Issue date</div>
                            <div>{{ issue_date | date_to_string }}</div>
                            {% if due_date != null %}
                            <div style="font-weight: bold; margin-top: 10px">Due date</div>
                            <div>{{ due_date | date_to_string }}</div>
                             {% endif %}
                            <div style="font-weight: bold; margin-top: 10px; white-space: nowrap">Invoice number</div>
                            <div>{{ reference }}</div>
                            <div style="font-weight: bold; margin-top: 10px; white-space: nowrap">Dispatch By</div>
                            <div>{{ reference }}</div>
                            <div style="font-weight: bold; margin-top: 10px; white-space: nowrap">Doc / LR No.</div>
                            <div>{{ reference }}</div>
                            {% if sales_quote != empty %}
                            <div style="font-weight: bold; margin-top: 10px; white-space: nowrap">sales_quote</div>
                            <div>{{ sales_quote }}</div>
                            {% endif %}
                            {% if purchase_order != empty %}
                            <div style="font-weight: bold; margin-top: 10px; white-space: nowrap">Purchase order</div>
                            <div>{{ purchase_order }}</div>
                            {% endif %}
                        </td>
                        <td style="vertical-align: top; width: 100px; border-left: 1px solid #000; padding-left: 20px; vertical-align: top">
                            <div style="font-weight: bold; white-space: nowrap">{{ business.name }}</div>
                            <div style="white-space: nowrap">{{ business.contact_information | newline_to_br }}</div>
                            <div style="white-space: nowrap">{{ business.identifier }}</div>
                        </td>
                    </tr>
                </table>
            </td>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td colspan="2">
                <div style="font-weight: bold; padding-bottom: 20px; font-size: 14px">{{ summary }}</div>
                <table style="width: 100%">
                    <tr>
                        <th style="border: 1px solid #000; padding: 5px 10px">Item</th>
                        <th style="border: 1px solid #000; padding: 5px 10px">Description</th>
                        <th style="width: 40px; border: 1px solid #000; padding: 5px 10px; text-align: center">Qty</th>
                        <th style="width: 80px; border: 1px solid #000; padding: 5px 10px; text-align: center">Unit price</th>
                        <th style="width: 60px; border: 1px solid #000; padding: 5px 10px; text-align: center">Discount</th>
                        <th style="width: 100px; border: 1px solid #000; padding: 5px 10px; text-align: center">Amount</th>
                    </tr>
                    {% for line in lines %}
                    <tr>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-bottom: none; border-top: none; vertical-align: top">{{ line.item.name }}</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-bottom: none; border-top: none">{{ line.description | newline_to_br }}</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-bottom: none; border-top: none; text-align: center; vertical-align: top">{{ line.qty }}</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-bottom: none; border-top: none; text-align: right; vertical-align: top">{{ line.unit_price | money_without_currency }}</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-bottom: none; border-top: none; text-align: center; vertical-align: top">{{ line.discount }}</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; text-align: right; border-bottom: none; border-top: none; vertical-align: top; white-space: nowrap">{{ line.total | money_without_currency }}</td>
                    </tr>
                    {% endfor %}
                    <tr>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                        <td style="border: 1px solid #000; padding: 5px 10px; border-top: none">&nbsp;</td>
                    </tr>

                  {% if amounts_include_tax %}
                    {% if rounding != 0 %}
                    <tr>
                        <td colspan="5" style="text-align: right; padding: 5px 10px">Round off</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; white-space: nowrap">{{ rounding | money }}</td>
                    </tr>
                    {% endif %}
                    <tr>
                        <td colspan="5"  style="text-align: right; padding: 5px 10px; font-weight: bold">Total</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; font-weight: bold; white-space: nowrap">{{ total | money }}</td>
                    </tr>
                    {% for tax_component in tax_components %}
                    <tr>
                        <td colspan="5"  style="text-align: right; padding: 5px 10px">{{ tax_component.code }}</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; white-space: nowrap">{{ tax_component.amount | money }}</td>
                    </tr>
                  {% endfor %}
                  {% else %}
                    {% assign tax_components_count = tax_components | size %}
                    {% if tax_components_count > 0 %}
                    <tr>
                      <td colspan="5" style="text-align: right; padding: 5px 10px; font-weight: bold">Subtotal</td>
                      <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; font-weight: bold; white-space: nowrap">{{ subtotal | money }}</td>
                    </tr>
                    {% endif %}
                    {% for tax_component in tax_components %}
                    <tr>
                        <td colspan="5"  style="text-align: right; padding: 5px 10px">{{ tax_component.code }}</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; white-space: nowrap">{{ tax_component.amount | money }}</td>
                    </tr>
                    {% endfor %}
                    {% if rounding != 0 %}
                    <tr>
                        <td colspan="5"  style="text-align: right; padding: 5px 10px">Round off</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; white-space: nowrap">{{ rounding | money }}</td>
                    </tr>
                    {% endif %}
                    <tr>
                        <td colspan="5"  style="text-align: right; padding: 5px 10px; font-weight: bold">Total</td>
                        <td style="border: 1px solid #000; text-align: right; padding: 5px 10px; font-weight: bold; white-space: nowrap">{{ total | money }}</td>
                    </tr>
                    {% endif %}
                </table>
                </table>
                </table>
                <div>{{ notes }}</div>
            <div style="border: 1px ; width: 200px; height: 40px; margin-bottom: 10px"></div>
            <div style="float:right; border:1px ; width:140px; height:10px; margin-bottom:10px; font-size: 13px; font-weight: bold;">Authorized Signature</div>&nbsp;
            <div style="float:left; border:1px ; width:200px; height:10px; margin-bottom:10px; font-size: 13px; font-weight: bold;">Received By</div>&nbsp;
            <div style="border: 1px ; width: 200px; height: 40px; margin-bottom: 10px"></div>
            <div style="float:right; bordh: 200px; height: 100px; margin-bottom: 10px"></div>
            <div style="float:right; border:1px ; width:390px; height:10px; margin-bottom:10px; font-size: 15px; font-weight: bold;">{ Welcome }</div>&nbsp;
            <div style="float:right; border:1px ; width:460px; height:10px; margin-bottom:10px; font-size: 15px; font-weight: bold;">{ Thank you for your business. }</div>&nbsp;
    </tr>
    </tbody>
</table>

[lubos]

Are you asking how to show custom fields on custom HTML template?

[vikram1]

please check my attached fileSales Invoice Copy.pdf (30.7 KB)

i want to transport name instead of dispatch by. & its tracking no instead of doc/lr no.

[Tut]

@vikram1, you are asking for custom software services. I believe you will have better luck by hiring a local HTML coder rather than asking the developer to do free work for you.

[raj_nann]

HI

Help needed with customization of Sales invoice

HI, I need little help in editing HTML in the default sales invoice theme. I tried my best to understand HTML but all i ended up learning is changing name like “To” i want to place custom field beside customer name. like this [image] Thank you

i had the same issue but i solved it.

{{ custom_fields["Consignee Address"] | newline_to_br }}

is the main thing i added in the default code..... instead of Consignee Address you can use your own custom field names

you can go through the code. if you need any help let me know

[Austro_Led_Lights]

its easy sir… under invoice page there is an option of notes and beside that set default, so you can click on set default option and type whatever details you need and its for each and every invoice you make. you just need to add the details…

[vikram1]

Hello Dear,

i also used that notes for payment terms & conditions.
but i want to like customer name & other space for transport details update.

[vikram1]

Sales Invoice Copy-01.pdf (36.5 KB)

Update Transport Details & Doc / LR number