In this example I'm going to show how to add a new field and how to integrate it to your form layout.
Let say that I would like to add a new or customized "Order Number field" so I can define a prefix, sufix and a starting value
"Remember to backup before make any changes"
Step1 Go to "Configuration" > "Quote Settings" > "Field List" > "New custom Field"
In the "Select Field type" box > "Autonumber" > Define all details for the new autonumber field. Press save when you are done.
Step2 Go to "Configuration" > "Quote Settings" > "Edit Page Layout" :
In the quote information section you will see all the fields that are available and their position, including the new one "No" that I created.
Now drag the original "Quote Number" to the box at the rigth hand (for this example). Drag the new field "No" in the "Quote Information" area to the position you want. When you are done press "Save"
Step3 --Remember to backup (look below) Go to "Configuration" > "Templates" > "Inventory Templates"
On the next screen press "Edit" "Quote Template" Look for the line parameter ${Quotes.Quote Number} where: Quotes ---> Define the Quote module Quote Number ---> Define the name of the field
In my case, my new quote number field was named "No." so now I have to put here:
${Quotes.No}
Step 4 Make a test. Go to the "Quotation" tab > create a new Quote and make a preview of it.
Backup You can backup your layout by just copying the html code of the layout. When you are in the "Edit" mode press the "<>" button in the editor.
Other way to backup is to create a new folder and then when you are in the "Edit" mode, change the name of the template and select your new folder as destination.
Customizing Order Template Example
In this example I'm going to show how to add a new field and how to integrate it to your form layout.
Let say that I would like to add a new or customized "Order Number field" so I can define a prefix, sufix and a starting value
"Remember to backup before make any changes"
Step1
Go to "Configuration" > "Quote Settings" > "Field List" > "New custom Field"
In the "Select Field type" box > "Autonumber" > Define all details for the new autonumber field. Press save when you are done.
Step2
Go to "Configuration" > "Quote Settings" > "Edit Page Layout" :
In the quote information section you will see all the fields that are available and their position, including the new one "No" that I created.
Now drag the original "Quote Number" to the box at the rigth hand (for this example). Drag the new field "No" in the "Quote Information" area to the position you want. When you are done press "Save"
Step3 --Remember to backup (look below)
Go to "Configuration" > "Templates" > "Inventory Templates"
On the next screen press "Edit" "Quote Template"
Look for the line parameter ${Quotes.Quote Number} where:
Quotes ---> Define the Quote module
Quote Number ---> Define the name of the field
In my case, my new quote number field was named "No." so now I have to put here:
${Quotes.No}
Step 4
Make a test. Go to the "Quotation" tab > create a new Quote and make a preview of it.
Backup
You can backup your layout by just copying the html code of the layout. When you are in the "Edit" mode press the "<>" button in the editor.
Other way to backup is to create a new folder and then when you are in the "Edit" mode, change the name of the template and select your new folder as destination.