Customizable Documents

Top Previous Next

Customizable Documents

Smart-IT allows you to design and customize most customer-facing documents and labels, including invoices, job cards, delivery notes, credit notes, picking slips, and statements.

Almost all documents that interact with customers can be fully customized to match your company’s branding, layout preferences, and operational requirements.

Custom Report Layouts - Overview

Use the relevant module’s Options / Printing tabs to:

•Select a predefined report / template, clone and modify it, or

•Design your own custom report or label

Below is a categorized list of customizable documents and where to find them to change their layout or design.

Invoice, Credit Note & Delivery Note Layouts	Navigation:	Notes
Invoice Report / Template Includes: •80-column slip reports •40-column slip reports •A4 invoice layouts	Invoice > Invoice Options > Printing Tab	Select an Invoice Report type or design your own Invoice.
Invoice Label Report (Shipping label)	Invoice > Invoice options > Label Tab
Delivery Note Report	Invoice > Invoice options > Label Tab
Credit Note Report	Invoice > Invoice options > Credit Note
Customizable Customer Documents
Customer Statements	Customer > Customer options > Statement
Customer Labels (Labels containing customer detailst)	Customer > Customer options > Printing	Select a customer label report or design your own.
Customer Receipts	Customer > Customer options > Printing	Select a receipt report or design your own receipt layout.
Lay-by Cancelled (Sales Order Deposit Refund)	Customer > Customer options > Printing
Customizable Stock (Inventory) Reports
Goods Received Note (GRN)	Stock > Stock options > Printing Tab	Select a Goods Received Note Report or design your own.
Price list (with images)	Stock > Stock options > Printing Tab	Select a Price List Report or design your own.
Stock Extended Report	Stock > Stock options > Printing Tab	Select a Stock Extended Report or design your own.
Serial Number Label	Stock > Stock options > Printing Tab	Select a Serial Number Report or design your own.
Warehouse Transfer Report	Stock > Stock options > Printing Tab	Select a Warehouse Report or design your own.
Stock Take Report	Stock > Stock options > Printing Tab
Purchase Order Report (Purchase order you sent to the supplier)	Stock > Stock Options > Purchase Order Tab
Request for Quote (RFQ) Report	Stock > Stock Options > Purchase Order Tab	Request for Quote from your supplier.
Barcode Labels	Stock > Stock extra > Print labels
Customizable Workshop Reports
Job Card Invoice (Invoice generated from a job card)	Workshop > Workshop options >Printing
Job Card Report	Workshop > Workshop options >Printing
Job Card Label Report (Label attached to the equipment)	Workshop > Workshop options >Printing
Work Card (Report completed by the technician)	Workshop > Workshop options >Printing
Pro Forma Invoice Report (from Job Card)	Workshop > Workshop options >Printing
Job Picking List	Workshop > Workshop options >Printing
Customizable Quotation Reports
Quote Report (Quotation issued to the customer)	Quote > Quote Options > General
Quote Label Report (Label for equipment)	Quote > Quote Options > General
Quote Work Card Report (Technician work report)	Quote > Quote Options > General
Quote Picking List Report	Quote > Quote Options > General
Customizable Sales Order Reports
Sales Order Report	Sales Order Options >Printing	Select an existing report or design your own Sales Order layout.
Sales Order Picking Slip Report	Sales Order Options >Printing	Select a picking slip or design your own.

Keywords: Customizable Documents