Deposit Invoice and Sales Item Customization Module for Perfex CRM

Introduction

The Deposit Invoice and Sales Item Customization Module is a powerful tool in Perfex CRM that allows you to customize the deposit invoice and sales item features to suit your business needs. This module provides a high degree of flexibility, enabling you to tailor the deposit invoice and sales item layouts, fields, and behaviors to match your specific requirements.

In this tutorial, we will guide you through the step-by-step process of setting up and using the Deposit Invoice and Sales Item Customization Module in Perfex CRM. By the end of this tutorial, you will be able to customize the deposit invoice and sales item features to streamline your sales and invoicing processes.

Tutorial: Using the Deposit Invoice and Sales Item Customization Module in Perfex CRM

Step 1: Accessing the Customization Module

To access the Deposit Invoice and Sales Item Customization Module, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Settings" icon (represented by a gear icon) in the top-right corner of the screen.
3. Select "Customization" from the dropdown menu.
4. Click on "Deposit Invoice and Sales Item" from the customization options.

Step 2: Customizing the Deposit Invoice Layout

The Deposit Invoice layout can be customized to include additional fields, change the layout, and modify the appearance of the invoice. To customize the deposit invoice layout, follow these steps:

1. Click on the "Deposit Invoice" tab in the customization module.
2. Click on the "Layout" tab.
3. Drag and drop the fields you want to include in the deposit invoice layout from the "Available Fields" section to the "Selected Fields" section.
4. Use the "Move Up" and "Move Down" buttons to reorder the fields as needed.
5. Click on the "Save" button to save your changes.

Step 3: Customizing the Sales Item Layout

The Sales Item layout can be customized to include additional fields, change the layout, and modify the appearance of the sales item. To customize the sales item layout, follow these steps:

1. Click on the "Sales Item" tab in the customization module.
2. Click on the "Layout" tab.
3. Drag and drop the fields you want to include in the sales item layout from the "Available Fields" section to the "Selected Fields" section.
4. Use the "Move Up" and "Move Down" buttons to reorder the fields as needed.
5. Click on the "Save" button to save your changes.

Step 4: Customizing the Deposit Invoice and Sales Item Fields

The Deposit Invoice and Sales Item fields can be customized to include additional fields, change the field types, and modify the field labels. To customize the fields, follow these steps:

1. Click on the "Deposit Invoice" or "Sales Item" tab in the customization module.
2. Click on the "Fields" tab.
3. Click on the "Add Field" button to add a new field.
4. Select the field type (e.g., text, date, checkbox) and enter the field label.
5. Use the "Move Up" and "Move Down" buttons to reorder the fields as needed.
6. Click on the "Save" button to save your changes.

Step 5: Saving and Applying Your Customizations

Once you have customized the Deposit Invoice and Sales Item layouts and fields, you need to save and apply your changes. To do this, follow these steps:

1. Click on the "Save" button to save your changes.
2. Click on the "Apply" button to apply your changes to the Deposit Invoice and Sales Item features.

Conclusion

In this tutorial, we have covered the step-by-step process of setting up and using the Deposit Invoice and Sales Item Customization Module in Perfex CRM. By customizing the deposit invoice and sales item layouts and fields, you can streamline your sales and invoicing processes and improve your overall business efficiency.