How to customize sales order documents

  1. Firstly go to jobs and orders and into sales orders

2. Highlight any sales order on your list.  

3. Click the printer icon on the bottom left hand side. Select the format you wish to edit.

4. Then click the cog icon on the bottom left

5. You should now see the document editing screen

6. The document can be edited by using to control panel on the right hand side. Once you have made the changes you require, you can save them by clicking the floppy disk icon on the bottom right.