Using Orgzit, you can generate professional PDFs like custom invoices, packing slips, label, etc. 

The process of pdf generation is divided into three steps.

  1. Making a template for the custom PDF
  2. Creating Orgzit Action Configs and Custom Actions incorporating the above template
  3. Generating PDF

The settings page is displayed using the steps shown in the GIF. There, scroll down (refer to GIF below) to the “Action Configs” section. Configuring this section will eventually lead you to configure the way your invoice will look.

The following settings (refer to gif below) are to be done:

  1. Go to Table's settings and select PDF in the type of Action Configs after clicking on Create.
  2. Give a name to the Action Config, for instance, say "Invoice".
  3. Select where to store the PDF Document to be generated which could either be a table's column (field with the data type as Document) or as the Record's file.
  4. Give a name to the file that will be generated, This name is a formula (a normal python formula syntax works).
  5. Select the Page Size as well as Orientation.
  6. Select Child Tables and assign them slugs, i.e. name them (A child table is one which is directly associated with the present table).
  7. Next, enter the code for the Template. This template uses Django tags to refer to the columns of the table for the data. To refer a column/field which has the name as "Invoice Number" and the slug as "invoice_number", we will use a tag as  {{invoice_number}}.
  8. After successfully saving it, one can use the preview option on a record and see in real-time as to how the PDF will come out as.

Custom Actions are used to invoke the Action Configs, for instance, clicking the Generate Invoice custom action will trigger the Invoice action config and generate the PDF Doc as mentioned in the action config. Configuring this section (refer to GIF below) will conclude step two of the process.

The following settings  (refer to gif below)  are to be done to set up the Custom Action:

  1. Go to Table's settings and select Custom Action's Create.
  2. Give a name to the Custom Action, for instance, Generate Invoice.
  3. Select the Action Config that will be executed upon pressing this Custom Action's button.
  4. Select the groups that can access this button of Custom Action.

Now that you have completed the first two steps of the process, it is time to reap the benefits. 

There are two different ways to generate invoices:

  1. Click on the “three-dot” button and select the name you gave to your custom action. For instance, Click on “Generate Invoice”. (refer to GIF below)

2. You can also generate the invoice by changing the status of the record from “Preparing” to “Generated”. (refer to GIF below). To complete this action there is an underlying process, called "workflow", which needs to be defined. The article attached will guide you through the process.

In both the aforementioned ways, a document will be available for you to view/download.

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