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PDF Account Settings

Settings Module Guide

Module Location:

soApp > Settings > PDF Account Settings

 

The PDF Account Settings module is used to configure columns in PDF documents based on the customer. Available settings include the Item Code, Quantity, and Unit columns, allowing PDF configurations to be tailored to each customer’s document format.

  1. PDF Account Settings Main View

    The PDF Account Settings page displays a list of customers along with their predefined PDF column configurations. Each customer can have different PDF column settings. Configuration information is displayed in a table format.

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  2. Column Descriptions
    No

    Displays the sequential number of the data in the table.

    Group Name

    Displays the customer’s group name if the customer belongs to a specific group.

    If there is no Group Name, the system may display a “-”.

    Customer Name

    Displays the name of the customer for whom a PDF configuration has been set up.

    Click Customer Name to open the customer settings details page.

    PDF ItemCode Column

    Displays the column configuration used to read or specify the Item Code in the customer’s PDF document.

    PDF Qty Column

    Displays the column configuration used to read or specify the Quantity in the customer’s PDF document.

    PDF Unit Column 

    Displays the column configuration used to read or specify the Unit in the customer’s PDF document.

  3. Tips & Important Notes

    1. Make sure the selected customer is correct before making any configuration changes.

    2. Double-check the Item Code, Qty, and Unit settings before saving your changes.

    3. Use the Search function to find a specific customer more quickly.

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