Alternative Print Formats

Current Situation: Currently, we can adjust how line items are arranged within documents via the main company settings. However, different teams and use cases require unique arrangements for optimal workflow efficiency. Right now, the configuration is applied globally, which limits the flexibility we need.

Examples:

• Warehouse Operations: The warehouse team needs documents like packing slips to be arranged based on product location to streamline picking.
• Sales Team: The sales team prefers quotes to be displayed in a logical installation order, making it easier for clients to understand the proposed workflow.

Request: We would like to request the ability to customize line item display formats per document type. Specifically:

• Allow different configurations for each document type, such as Purchase Orders (PO), Sales Orders (SO), Credit Notes, etc.
• This way, the line items on each document can be arranged in the most relevant and practical order based on its purpose and the team using it.

Expected Benefit:

• Warehouse Efficiency: Picking lists printed in location-based order will reduce picking time and potential errors.
• Sales Clarity: Quotes displayed in a customer-centric sequence will enhance communication and the client’s understanding of the installation process.

Summary Request: Can we implement a feature that allows each document type (e.g., PO, SO, Credit Note) to have a unique display format for line items, configurable to meet the needs of each department?