Documentation
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Order dashboard
This section only applies if the module CRM is active.
Create document from order
On the order dashboard, there is an 'Order output' block. When you move the mouse over the title bar, a plus sign appears on the right side of that bar to add a new output. When you click the plus sign, a popup appears where you choose an order template on which you want to base the new output.
When you have chosen a template by clicking the 'Create' button, you can then choose from:
- Edit – make adjustments to the template's source code, specifically for this output
- Generate and view a preview
- Generate and save
- Delete
