Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
  14. Business Improvement
  15. Development and Process management
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Financial Document Styles

To customize the look of the default Invoice, Quotation or other financial document (purchases) in OraxSDI, update the print_header and print_footer HTML documents to create the required style in CSS. These are located under "Settings in HTML Docs" in the "Financial Document" folder.

Business Centres:
Each Centre (business unit) may have different financial document detail and styles. Configure the detail in Company setup --> Centres. The styles may be changed by creating documents in HTML Docs. The name of the style will link it to the Centre. For instance, Centre No 3 will be linked to print_header_3 if it exists. If it does not exist, it will use the default print_header for Centre 3.

IMPORTANT NOTE: Ensure that images used in financial documents and logo's are RGB format (not CMYK). CMYK images (used for printing) may cause issues when converting financial documents to PDFs.

 

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