Introduction

Print Formats in iVendNext determine how documents like Sales Orders, Invoices, or Purchase Receipts appear when printed or saved as PDFs. Customizing these formats ensures your documents display only relevant information in a professional layout tailored to your business needs.

This guide covers:
✔️ Adding/removing fields from print layouts
✔️ Modifying table columns (e.g., Items table)
✔️ Troubleshooting common issues

Accessing Print Format Customization

1. Open any document (e.g., Sales Order).

2. Click Print > Customize.

3. Choose between:

• Editing the Standard Format (affects all users)

• Creating a New Custom Format (recommended).

Step-by-Step Customization

1. Adding or Removing Fields

Scenario: Add "Supplier Contact Name" to a Purchase Order.

1. In the Print Format Builder, search for the field by name.

2. Drag it to the desired location (e.g., under "Supplier Name").

3. To remove a field (e.g., "Weight Per Unit"), uncheck it in the field list or delete it from the layout.

Pro Tip: Use Section Breaks to organize fields logically (e.g., "Shipping Details" section).

2. Customizing Tables (e.g., Items Table)

Scenario: Modify columns in the Items table to hide "Description" but keep "Item Code".

1. Locate the table (e.g., "Items") in the Print Format Builder.

2. Click Select Columns.

3. Check/uncheck columns and adjust their width and order.

Note: Disable Compact Item Print in Print Settings if descriptions disappear unexpectedly (see Troubleshooting).

3. Adjusting Layout & Styling

• Header/Footer: Add logos, company addresses, or terms & conditions.

• CSS Styling: Use the HTML Editor to tweak fonts, colors, or borders.

• Page Breaks: Insert breaks before specific sections to control pagination.

Troubleshooting Common Issues

Problem: Hidden fields still appear in printouts.

Solution: Ensure the field’s Print Hide property is disabled in Customize Form.

Problem: Compact Item Print merges columns.

Solution: Disable this option in Print Settings to retain individual columns.

Problem: Changes don’t reflect after saving.

Solution: Clear cache (Tools > Clear Cache) and reload the document.

Advanced Tips

1. Multiple Formats: Create different formats for departments (e.g., "Warehouse Simplified Format").

2. Conditional Fields: Use Custom Scripts to show/hide fields based on document status.

3. Default Formats: Set a custom format as default via Customize Form > Default Print Format.

Conclusion

Custom Print Formats ensure your documents communicate information clearly and professionally. Start with simple field adjustments, then explore advanced layouts and conditional formatting.