Arranging Items on a Proposal or Invoice DM and DM Pro

Modified on Wed, 29 Nov 2017 at 03:15 PM

When creating or editing a Proposal or Invoice you can rearrange the layout of your Items.



ProCloud (see DMCloud/Standard further below)


1.  On the New Proposal window - Proposal tab, Click the Layout button


2. Click the Room Location that you want to move and drag it up or down to the order you want it listed.


3. You can even move the Items within the Room Location

Once completed, the Proposal or Invoice will print your Items according to the order listed on this screen.

If you want to undo the changes you just made, simply click the Undo Sort button located to the right of the layout.




DMCloud/Design Manager Standard


1. On the New Proposal window - Proposal tab, Click the Layout Button


2. Click the Room Location that you want to move and drag it to the where you want it listed


3. You can even move the Items within the Room Location

Once completed, the Proposal or Invoice will print your Items according to the order listed on this window.

If you want to undo the changes you just made, simply click the Undo Sort button located at the bottom of the window.

 


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