Customizable Documents

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Customizable Reports

With Smart-IT, you can use built-in templates or design your own custom reports and labels to fit your business needs.

 

Below is a list of customizable reports and where to find them.

 

Custom Report Layouts

 

 

Design Your Own Invoice, Credit Note & Delivery Note

Navigation

Notes

Invoice Report / Template. 80- and 40 column slip reports as well as A4 reports

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 Reports



Customer Statements

Customer > Customer options > Statement


Customer Label (Label with customers detail on it)

Customer > Customer options > Printing

Select a customer label report or design your own customer label.

Customer Receipts

Customer > Customer options > Printing

Select a receipt report type or design your own receipt.

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 (The invoice generated from the job card)

Workshop > Workshop options >Printing


Job Card Report

Workshop > Workshop options >Printing


Job Card Label Report (Label you put on the equipment)

Workshop > Workshop options >Printing


Work Card (Report the technician must fill in)

Workshop > Workshop options >Printing


Pro Forma Invoice Report (coming from a Job Card)

Workshop > Workshop options >Printing


Job Picking List

Workshop > Workshop options >Printing


Customizable Quotations Reports



Quote Report (Quote the client is going to get)

Quote > Quote Options > General


Quote Label Report (If you want to put a label on the equipment)

Quote > Quote Options > General


Quote Work Card Report (Report the technician must fill in)

Quote > Quote Options > General


Quote Picking List Report

Quote > Quote Options > General


Customizable Sales Order Reports



Sales Order Report

Sales Order Options >Printing

Select a Sales Order report type or design your own Sales Order Report.

Sales Order Picking Slip Report

Sales Order Options >Printing

Select a Sales Order report or design your own Sales Order Report.

 

Keywords: Custom Reports