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This repository was archived by the owner on Jan 19, 2025. It is now read-only.

Categorizing Line Items in Quotes and Invoices #1337

@dfanaei

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@dfanaei

Hi,
I am trying to see if there is a way we could somehow influence corebos to create a custom Quote Line Items section looking like the SS below.

image

Right now, I could add Labour and Supply field to each inventory line and then have GenDoc grab that info and put it in the PDF, However, as you see in the Screenshot, our main estimate template (Created in Excel) has categorized multiple line items. For Example, the Electrical Category has 7 line items/services that are listed with different prices.
Is there a way to make corebos assign a category to the line items and then keep them all together? or anyother way that would make it look similar to the screenshot here?

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