Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
#105 - AOS_Offers and AOS_invoices
Is this module compatible with AOS line items (Offers/Invoices/Contracts)? If yes, where can I find documentation for how to set this up?
I tried variables analogous to the PDF-template module (e.g. aos_products_quotes_product_qty), that generated errors. I tried the function field called "line_items" -> no error, but empty.
Is there a way to get Line items from Offers and Invoices to show in the Word doc? Any formatting options for the description fields? Line breaks respected?
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WSiedler
8 years ago
Hi John,
Sorry for the delay... we are very busy these days. We are going to answer you asap
Regards,
Anabel
8 years ago
Hi John,
You can obtain data as you need from Quotes e Invoices directly. For example, in the availables variables in Quotes, you have to choose the variable that you need under "+ >> Line Items >> [aos_products_quotes] " (please, review the “Using “Available variables list & Generate basic template”” in the MailMerge Reports User Guide)
But Contracts are not supported, it will be necessary to programme calculated fields.
Regards,
Anabel