Yes, it's possible to customize the sales order forms such as the Quote, Order Summary, Pick List, Bill of Lading and AR Invoice and assign those custom forms to Sales Order Types or specific customers.


If you need to add different logos for product lines and departments in the company or specific information pertaining to a customer or type of order, you can modify any of the above forms and save a copy under a different name then assign it to print.


In Sales Order types, you can assign the customized forms and any sales order entered with that type will print the selected custom form instead of the default template.



In the main Customer card - Print Options tab, custom forms can be assigned.  Any customer assigned a customized report template will automatically be assigned that form when printing or emailing.