In estimates, how do I customize columns (function & name), add columns, re-order columns, and set some columns to be seen only on screen and set some columns to print?

kellykola

I need columns I can add, customize function, customize name, re-order, and then I need to be able to choose which to only on screen vs print. There are some columns I would not want clients to see. I also do not inventory - everything is special order. Yet when we order, I need that SKU. It would never make sense to put it at the top of an estimate because every line has a SKU or custom-quote-# we need to enter. Client doesn't need see some of these columns... but we need them in-house. There should also be a COST column that is unseen by client. We mark-up every product differently depending on our trade-discount. The client would see the RATE column. The COST-column-from-estimate should eventually fill the RATE-column-on-purchase-order so we can seamlessly send to vendor.

LouiseG

You can utilize the Custom Form Style feature to customize your estimates, Kelly.

To add and rearrange the columns, please see the steps below:

Navigate to the Gear icon, then Custom form styles.
Click the New Style drop-down arrow.
Select Estimate.
Go to the Content tab and click the middle section.
In the Columns section, check the box next to the title you want to display on the estimate.
Drag and drop the columns to rearrange them in your preferred order.
Hit Done.

If you have follow-up questions, don’t hesitate to revisit this thread.

LouiseG

Hi, Kelly.

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.

In estimates, how do I customize columns (function & name), add columns, re-order columns, and set some columns to be seen only on screen and set some columns to print?

Account management

Account management