corebos icon indicating copy to clipboard operation
corebos copied to clipboard

Categorizing Line Items in Quotes and Invoices

Open dfanaei opened this issue 2 years ago • 1 comments

Hi, I am trying to see if there is a way we could somehow influence corebos to create a custom Quote Line Items section looking like the SS below.

image

Right now, I could add Labour and Supply field to each inventory line and then have GenDoc grab that info and put it in the PDF, However, as you see in the Screenshot, our main estimate template (Created in Excel) has categorized multiple line items. For Example, the Electrical Category has 7 line items/services that are listed with different prices. Is there a way to make corebos assign a category to the line items and then keep them all together? or anyother way that would make it look similar to the screenshot here?

dfanaei avatar Jul 30 '22 01:07 dfanaei

you can try adding a custom field to group the lines and then output them by that label. @omarllorens implemented a functionality that did this but I don't think he released it

joebordes avatar Aug 21 '22 21:08 joebordes