To edit an existing custom PDF template in OpenCRM, follow the steps detailed here to get to the PDF template detail screen for the template you wish to edit.

From there, click on the edit button and you will be presented with one of the following two screens, depending on the PDF you are editing.

For quotes, purchase orders, sales orders, invoices and despatch notes, you will be shown the following screen:

The first, untitled block with a drop down is for getting the merge variable for the fields to display on the PDF.  Selecting an item from the drop down will put the merge variable for that particular field in the box next to it for you to copy and paste into the template.

The PDF Template Information lets you set the name and description of the template which will appear on the PDF template list screen.  The name of the template is also used if there are more than one template for a particular type, so you can choose which one the system produces.

Template settings allows you to set the format of number fields on the template.  This section is specifically for the quotes, sales orders, purchase orders, invoices and despatch notes as these deal with quantities and currencies.  The current options in that section are:

• Decimal places
• Decimal point character
• Thousand separator character

Using these makes creating templates for international currencies easier, as some places use different characters to separate thousand decimals.

The PDF header block for quotes, sales orders, purchase orders, despatch notes and invoices will be what is displayed above the product grid on the documentation.  On helpdesk and project PDFs, this will form the entire PDF template - a screen for the edit view of helpdesk and project PDF templates is shown later.

The PDF columns section, available on the sales documents, allows the selection, and naming, of the columns which will appear from the sales entity.  This includes any custom columns which have been set up and configured on the system.  This section is drag and drop, so you can move the columns from one box to another, and even in which order they will appear on the document.  To move the boxes, click and hold the gray border of the box and drag it to where you wish it to appear in the product grid, or to the "Available Columns" section if you wish to remove it from the PDF.  When moving the box, the place it will go to is shown with the text "Place here?", as shown below.

The boxes in the "Current Columns" section can have their labels edited, and the PDF will reflect the change we have made.  In the example below, the "taxpercent" column we added above has been renamed to "VAT Rate (%)":

This will produce the following grid header when the PDF is produced from OpenCRM:

When the PDF is produced, the "Description" field, if it appears, is given three (3) times the width of the other columns due to the amount of text that is usually contained with that column.

The PDF Footer section allows you to customise what appears after the product grid on the PDF.  This section is not available on helpdesk or project PDF templates.

If you are editing a helpdesk or project PDF, then the screen you will see when you are editing will look like the following:

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