To add a new Product / Service Group go to the Plugin Preference.
Setting the Group Order
In Daylite Sales Assistant the order of the Group can be set by dragging the Group to the position in the list that is required. This sorting function can be used in document templates where line items need to be grouped. For example an invoice template can group all Parts together and all Labour and show the subtotals by group. This will require a custom template to be loaded into Daylite. For more information on using Grouped Templates please contact support@puremac.com.au
Related Topics
Document Templates
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