Formatting Order Documents

There is lots of routine paperwork that needs to be generated for processing orders smoothly. In the Agile ERP invoices, quotes and order confirmation documents can all be generated as pdf files with a single click. The settings area allows you to match the formatting to your corporate identity and add the appropriate legal requirements.

  1. Click Settings > Order Documents

  2. Assign the Prefix of each document which will be displayed alongside the automatic numbering.

     

  3. Select the Date Format to match your region.

  4. Define the Terms and Conditions that will be displayed on those documents.

    1. General Conditions of Sales

    2. General Conditions for Delivery

    3. Company Information (Displayed in Footer)

Follow this guide for Generating Order Documents (Order Notes) as PDF for customers.