Customization is essential in today’s corporate environment. Whether you’re sending invoices, purchase orders, or sales quotes, the ability to personalize them to match your brand and specific company requirements adds value and professionalism. That’s why Megaventory is delighted to announce an exciting new feature to expand your customization toolkit: the ability to incorporate Product Custom Fields in prints!
Why do Product Custom Fields Matter?
Product Custom Fields give you the flexibility to add tailored information about your products directly on your documents. Whether it’s special handling instructions, production dates, or SKU details, these fields make it easier to convey specific information that matters to you and your customers. Here’s a deeper dive into how to make the most of this new addition:
Setting Up and Customizing Document Templates
Megaventory offers a straightforward way to fully personalize the look and feel of your Documents. By navigating to your Document Templates list, you can customize each template, such as Sales Invoices, Sales/Purchase Orders, and more. Here’s a brief guide on how to take advantage of Megaventory’s template customization:
- Custom Headers and Footers: Use HTML to include your company’s branding, terms, or contact details. You can easily select from predefined templates or start fresh if you’re familiar with HTML. With just a few clicks, your custom header or footer will reflect exactly what you need.
- Detail Rows Personalization: Now, with Product Custom Fields, you can take your detail rows to the next level. Enable the Custom Detail Rows option, edit the content, and select specific fields you want to display. The power is in your hands to choose which rows to show, reorder them, and customize their style with CSS for a professional look.
- Font Flexibility: Choose from an array of web-safe fonts to match your brand’s style. If you’d like to add a custom font, you can do so seamlessly in the Custom Header and Footer section.
How to Include Product Custom Fields in Your Printouts?
Adding Product Custom Fields to your printouts is simple:
Navigate to the Custom Fields Setting: Open your chosen Document Template and enable the Custom Detail Rows option. Here, you can select the Product Custom Fields to appear in your printouts.
Style It Up: Adjust the font, colors, and layout to ensure your custom fields seamlessly blend with the rest of your document. You can even use CSS to differentiate the style of each row.
Preview and Finalize: Before finalizing, check your document in the Preview tab to confirm the changes look exactly as you want. When you’re satisfied, click “Update” to save your adjustments.
The Benefits of Customization with Product Custom Fields
Product Custom Fields allow your documents to be as informative as they are functional. They provide the space to add any essential information for internal or client reference, which can boost communication and clarity. For example:
- Enhanced Customer Experience: Clear, tailored information helps your customers understand the details of their orders.
- Improved Internal Tracking: Special product notes or SKUs can help streamline processes and minimize errors.
Stop by our Knowledge Base article to learn more!
Try It Today!
This update is available to all Megaventory users. Simply sign up for a free trial or register into your account to explore Document Templates’ vast customization options, including the powerful new Product Custom Fields feature.
Improve your documentation process with Megaventory’s most recent update—where every detail counts!
Spiridoula Karkani is a Digital Marketer for Megaventory the online inventory management system that can assist medium-sized businesses in coordinating supplies across multiple stores. She is navigating the ever-shifting world of marketing and social media.