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Can I hide any of the fields on the product grids on quotes, sales orders or invoices? Can I turn off the "Total Margin" field on quotes, sales orders or invoices?

Updated: 11 February 2020 09:42:37 OpenCRM::Orders::Sales Orders OpenCRM::Quotes OpenCRM::Invoice OpenCRM::Settings OpenCRM::Settings::Additional

The columns"Buy Price", "Markup", "Discount", "Margin" and "Product Description" can be hidden from quotes, sales orders or invoices by setting them to hidden in the additional settings of OpenCRM.

To hide them on Invoices, go to the "Invoices Settings" under additional settings and select some, or all, of the following options:

 

The options are also available under "Sales Orders Settings", "Quotes Settings", "Purchase Order Settings", and "Opportunity Settings"  for the relevant modules.

You can have different fields hidden under different modules if you need to.

 

Quick tip: If you want to find the Total Margin setting, for example, try typing "Ctrl" and "F" to bring up a search option that will let you search the whole Additional Settings screen. Just type "total margin" into that search field and you can quickly navigate between the different options.

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