Overview

This article outlines the key features and functionalities of print settings and document customization in iVendNext, explaining how to customize document formats, apply letterheads, and use special properties for enhanced document management.

1. Why Customize Documents?

1.1 Professionalism

• Customized documents with your company’s logo, letterhead, and branding create a professional image and build trust with suppliers and customers.

1.2 Clarity

• Customizing documents ensures that all relevant information is clearly presented, reducing the risk of miscommunication.

1.3 Compliance

• Many businesses need to include specific terms and conditions, legal disclaimers, or tax-related information on their documents. Customization ensures compliance with these requirements.

2. Key Features of Print Settings in iVendNext

2.1 Letterhead Customization

• iVendNext allows you to print documents on your company’s letterhead, ensuring a professional look.

• Go to Home > Settings > Print Settings > Letterhead to upload and manage your company’s letterhead.

2.2 Print Headings

• You can customize the titles of your documents (e.g., Purchase Order, RFQ, Invoice) to match your business needs.

• Go to Home > Settings > Print Settings > Print Headings to customize document titles.

2.3 Grouping Same Items

• If the same item appears multiple times in a document, you can group them together for a cleaner and more organized print format.

• Enable the Group Same Items option in the print settings to group identical items.

2.4 Special Properties

• iVendNext supports special properties that allow you to include dynamic content in your documents, such as supplier-specific information or item details.

• For example, you can use {{ doc.vendor }} to display the supplier’s name or {{ doc.items[i].supplier_part_no }} to show the supplier’s part number for a specific item.

3. How to Customize Document Formats

3.1 Accessing Print Formats

• Go to Home > Settings > Print Settings > Print Formats to access and customize the print formats for various documents (e.g., Purchase Orders, RFQs, Invoices).

3.2 Editing Print Formats

• Select the document type you want to customize (e.g., Purchase Order).

• Use the Edit option to modify the print format, including layout, fields, and special properties.

3.3 Adding Custom Fields

• You can add custom fields to your print formats to include additional information specific to your business needs.

• For example, you can add a custom field for Project Code or Cost Center.

3.4 Previewing and Testing

• Use the Preview option to see how the customized document will look when printed.

• Make any necessary adjustments and test the print format to ensure it meets your requirements.

4. Applying Letterheads and Branding

4.1 Uploading Letterheads

• Go to Home > Settings > Print Settings > Letterhead to upload your company’s letterhead.

• Ensure that the letterhead file is in a supported format (e.g., PDF, JPEG, PNG).

4.2 Applying Letterheads to Documents

• Once the letterhead is uploaded, you can apply it to specific document types (e.g., Purchase Orders, RFQs).

• Go to the Print Settings for the document type and select the uploaded letterhead.

4.3 Branding Consistency

• Ensure that all documents (e.g., Purchase Orders, RFQs, Invoices) use the same letterhead and branding elements for consistency.

• This helps in building a strong brand image and ensuring professionalism.

5. Using Special Properties for Dynamic Content

5.1 Supplier-Specific Information

• Use special properties like {{ doc.vendor }} to include the supplier’s name or {{ doc.contact.salutation }} {{ doc.contact.last_name }} to include the contact person’s name.

5.2 Item-Specific Information

• Use special properties like {{ doc.items[i].supplier_part_no }} to include the supplier’s part number for a specific item.

• You can also use {{ doc.items[i].rate }} to display the item’s rate.

5.3 Dynamic Dates and Numbers

• Use special properties like {{ doc.transaction_date }} to include the transaction date or {{ doc.grand_total }} to display the grand total of the document.

6. Advanced Features of Print Settings

6.1 Multi-Language Support

• iVendNext supports multi-language print formats, allowing you to create documents in different languages.

• This is particularly useful for businesses dealing with international suppliers or customers.

6.2 Conditional Formatting

• Use conditional formatting to customize the appearance of documents based on specific conditions.

• For example, you can highlight overdue invoices in red or apply different formatting for different document types.

6.3 Integration with External Tools

• iVendNext allows you to integrate with external tools for advanced document customization and printing.

• For example, you can export documents to PDF or Excel for further customization.