Announcement

Collapse
No announcement yet.

How to edit Quotes->Item section fields?

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • How to edit Quotes->Item section fields?

    I was looking to customize our Quotes window to fit our business model.
    We don't sell any goods that require shipping or discount models. Instead we simply use invoicing as a ledger by adding new service charges and subtracting payments made.

    I was looking to remove some of the Quote Item section fields (see pic attached) and wasn't able to find anything under Entity or Layout Manager.
    Is there a way for me to remove Tax Rate / List Price / Discount / Shipping Costs out of this section?
    Is there a way to add new Fields and then tie them into the Invoice itself?

    Let me know!
    -K

  • #2
    Hello
    If you create fields with Entity Manager, they will be related with a Quote
    https://www.espocrm.com/video/entity-manager/

    http://forum.espocrm.com/forum/exten...n-quote-module
    Job Offers and Requests

    Find Developer
    Find Customer

    Comment

    Working...
    X