What type of different templates I can create using Inventory Templates?
Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources:
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Creating Inventory Templates
With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
Understanding Inventory Template Builder
Understanding the components of Template Builder The template builder is made up of various components that can be dragged and droppped on to the template. Header and Footer Header and footer are available at the beginning and the end of the ...
How can I create inventory templates?
Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. Follow the steps below to create a template: ...
Templates
Know When to Use Them Creating a survey can be easy. However, there may be times when you feel stuck and unsure what type of question to use. Or you may find yourself wondering which feature will best fit your changing requirements. This document ...
Templates
Create a template for your projects, task, and task lists and use them whenever you create similar work in the future. The main use of a template is that it allows you to save your task lists and its related tasks so that you can reuse them in a new ...