This video shows you how you can customise the product grid of your sales records in OpenCRM, allowing you to capture the details relevant to you and streamline the presentation of data online.
Find out how to hide / display certain system fields like Discount, Margin, and Markup within the grid itself. Learn how to turn on line numbers so you can re-order you products. It’s just a single click to turn on the Total Buy Price as part of your Totals.
With these options, you can be sure that your Quotes, Sales Orders, Purchase Orders, and Invoices always display the information you and your team need to see when building them. If you’d like to find out how to customise the PDFs used in these modules, just check out this article: https://opencrm.co.uk/help/?kb=1126278
Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
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