- The Report Designer allows you to edit your Sales Orders, Pick List, Bills of Lading, Invoice, Purchase Order and Shop Traveler to almost any format you need.
This designer is accessed through the Setup – Report Designer menu.
- Select the form you wish to edit and click on the Customize button. This will open the report editor window where you may edit existing text labels, add your own text, images or database fields.
- Make changes to the form by simply dragging the fields to where you want them to print or add fields with the easy to use toolbar.
- Save your customizations and they will print for every user.
- You also have the ability to revert to the default form if you decide you want to abandon any changes you have made.
Report Designer Preview