vtiger.com - Home of vtiger CRM
Home Products Downloads Support Buy Support Partners Company  Community Forums Blogs   Extensions  
Call Us : +1 408-733-3229
 
Log in

Register | Forgot password ?
<<February 2010>>
Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

 Search this forum

SourceForge.net Logo


PDF Configurator for v5.1.0
Post new topic   Reply to topic  Forum Home -> Usability & Extensions - 5.1.0 Previous topic :: Next topic
Goto page 1, 2, 3 ... 17, 18, 19  Next

Post  Balduin   Post subject: PDF Configurator for v5.1.0
     Senior Member
Wed Oct 07, 2009 7:31 am 
Posts: 2472 
Location: Berlin 
  Reply with quote
Almost everyone who intends to use the PDF output capabilities needs to modify the layout to fit to company needs. A new PDF configurator for v5.1.0 is available which provides a new PDF layout and a GUI to change the layout. This CRM extension is available at http://www.vtiger.com//index.php?option=com_content&task=view&id=233&Itemid=179

Note that the ZIP file is >10 MB and is not vtiger Module Manager compatible.
Please read the readme.txt file for installation instructions. Be careful if you have modified your system before.

You may see an online demo at https://vtigercrm5x.co.crm-now.de/

The screenshots below demonstrate the capabilities. You may change at your PDF:

    - the language
    - the font and font sizes
    - the content of the header
    - disable the footer
    - the content of your colums


In comparison to the PDF configurator for v.5.0.4 (see http://forums.vtiger.com/viewtopic.php?t=21274&start=0) the follwing features have been added:

    - disable the summary amount: Useful for instance if you offer a monthly service
    - whenever you select a servcie or product, the order number, the name, the product and service description are displayed. You will able to edit the product description and you may add a note for each individual line item.
    - an administration interface is provided which allows you to block some configuration options to enforce company policies
    - the process of adding a new language has been simplified. The PDF Configurator comes with English and German language preinstalled.
    - you may select your paper format: A4 or letter


The parameters you can change is based on a collection from our customers wish lists.
You may give it a try and let me know how it works for you. If you need more flexibility, please post your requirements.

As always, there is no warranty, no one to blame and no developer support given.

_________________
http://www.crm-now.de --> professional vtiger CRM ASP based for Europeans
http://www.vtigerserver.com --> sophisticated vtiger CRM hosting
http://twitter.com/crmnow --> latest news

    View user's profile Send private message Visit poster's website

Post  SamTzu   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 7:52 am 
Posts: 26 
 
  Reply with quote
You da man!
thx


Sam

    View user's profile Send private message Visit poster's website

Post  joebordes   Post subject: Re: PDF Configurator for v5.1.0
     Senior Member
Wed Oct 07, 2009 8:27 am 
Posts: 1937 
Location: Alicante/Valencia, Spain 
  Reply with quote
Good work!

Joe
TSolucio

    View user's profile Send private message Visit poster's website

Post  mvsn   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 11:12 am 
Posts: 93 
Location: Ontario, Canada 
  Reply with quote
Fantastic extension!

If I may suggest the following;

- the option to change decimal from , to . would be nice in the panel

- the tax types are displayed as a total, some countries require each tax to be displayed separately, e.g. Canada, PST & GST, then Total

it would be great if there was an option that allows you to select; display total or display individual, which the individual would be pulled from the settings > Tax Calculations and your predefined taxes...

- a section which allows you to define the footer fields, IBAN, Bank Account Field, etc, instead of modifying the footer for each respective module...

- Add Part Numbers to display columns under individual and group

- Option to turn on and off status (which would display in the upper right)
w/ Invoice No., Date, etc. As well with valid till option...

Just a few ideas, but the tax one I think would be significant.

Thank You so much for your time, and once again, superb addition. I think it should be the new standard invoice template, its clean, simple and fresh.

P

    View user's profile Send private message

Post  j2ict   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 11:27 am 
Posts: 78 
Location: nederland 
  Reply with quote
Hi,

Just finshed installing. I found 3 issues

readme.txt
text error?
-5 tables instead of 6

Importing the db...txt into Mysql v5.0.51 results in a error;
/usr/bin/mysqlimport: Error: You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the

right syntax to use near '-extensions FIELDS TERMINATED BY ',' ENCLOSED BY '"' IGNORE 0 LINES' at line 1, when using table: db-

extensions

Inseting the tables one by one works oke.




ge_de language files missing in Invoice


Balduin, THX!

_________________
check de website
www.j2ict.nl

    View user's profile Send private message Visit poster's website

Post  DavidV   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 12:30 pm 
Posts: 52 
 
  Reply with quote
Great program !

Of course it would be genial if it was released as a plugable vtiger module.

David V.

    View user's profile Send private message Visit poster's website

Post  Balduin   Post subject: Re: PDF Configurator for v5.1.0
     Senior Member
Wed Oct 07, 2009 12:31 pm 
Posts: 2472 
Location: Berlin 
  Reply with quote
j2ict wrote:
Hi,
Just finshed installing. I found 3 issues

2ict,
thank you for your message. I updated the posting and removed the issues you found.

_________________
http://www.crm-now.de --> professional vtiger CRM ASP based for Europeans
http://www.vtigerserver.com --> sophisticated vtiger CRM hosting
http://twitter.com/crmnow --> latest news

    View user's profile Send private message Visit poster's website

Post  cb005978   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 3:26 pm 
Posts: 2 
 
  Reply with quote
Brilliant and it works like a charm.

I would like to change the text "Tax ID#" in the footer, the rest I have already changed.

Where can I find this text?

Jos

    View user's profile Send private message

Post  j2ict   Post subject: Re: PDF Configurator for v5.1.0
     
Wed Oct 07, 2009 3:28 pm 
Posts: 78 
Location: nederland 
  Reply with quote
cb005978 wrote:
Brilliant and it works like a charm.

I would like to change the text "Tax ID#" in the footer, the rest I have already changed.

Where can I find this text?

Jos


In the language file? Smile

grtz,,
Ted

_________________
check de website
www.j2ict.nl

    View user's profile Send private message Visit poster's website

Post  Balduin   Post subject: Re: PDF Configurator for v5.1.0
     Senior Member
Wed Oct 07, 2009 3:30 pm 
Posts: 2472 
Location: Berlin 
  Reply with quote
cb005978 wrote:
Brilliant and it works like a charm.

I would like to change the text "Tax ID#" in the footer, the rest I have already changed.

Where can I find this text?

Jos

The PDF takes some information from the Settings -> Company Information menue (set by admin)

_________________
http://www.crm-now.de --> professional vtiger CRM ASP based for Europeans
http://www.vtigerserver.com --> sophisticated vtiger CRM hosting
http://twitter.com/crmnow --> latest news

    View user's profile Send private message Visit poster's website
Display posts from previous:   
Post new topic   Reply to topic    vtiger Forum Index -> Usability & Extensions - 5.1.0 All times are GMT
Leave a Testimonial
Goto page 1, 2, 3 ... 17, 18, 19  Next
Page 1 of 19

Quick Reply
If you are visually impaired or cannot otherwise read this code please contact the Administrator for help.



Enter the code exactly as you see it. The code is case sensitive and zero has a diagonal line through it.
Quick Reply:
Confirmation Code:  
Username:
Message :

Quote the last message
Attach signature (signatures can be changed in profile)

 
Jump to: