The PDF copy of the order can be easily configured in the Transaction Type to include any Header and order table fields you require. You may also format the grouping and size of the list of items in the PDF.
This article will show you how to group the items in the PDF by any of the columns in the cart, and how to decrease the item's image size so the PDF doesn't get to be too many pages long.
Under Settings -> Transaction Types edit the Transaction Type you wish to configure the PDF for.
In the Views and Forms tab, open the "Cart" section.
Edit the Cart PDF View to configure the fields that will appear in the table of items in the PDF copy of the order.
Grouping items in the PDF
The Cart PDF view has a "Group by" option, allowing you to group the items presented in the order table by any one of the columns present in the layout. The quantities and amounts for each group are subtotaled in each group.
For example, you may want to group matrix items by their style code. This will create a title with the Style code, and all variants of the style ordered will be listed below.
Or you may want to group the items by Brand (Main category).
This grouping option is available for the Cart PDF configuration only.
Here is an example of a PDF order that is grouped by Brand, with quantities and amounts sub-totaled beneath each group:
Decreasing the size of the item image in the PDF
An order with many items can add many pages to the PDF due to the large default image size. You may decrease the size of the item image on the PDF by reducing the width of the image column.
You may also adjust the width of the columns on the PDF (to a value between 10 - 200).
Set the width of the image column to be relatively smaller than all the other columns. For example, if the width of the image column is 10 (default) and the other columns are set to 30, the image size will decrease.
You can play around with the values until you are satisfied with the results. To preview your changes, sync the Pepperi app on your device and view the PDF of any order in the shopping cart menu.
(Of course you may always remove the image from the PDF if it is not necessary).
2 comments
What about the PDF view for iPads/Tablets? When you download a PDF on the iPad, it comes out extremely enlarged which is not helpful. Our sales reps use iPads to write their orders, but then have to log into Pepperi online to print orders. The problem is, they can't be on the Pepperi app and the web version at the same time. The system puts every order they've submitted into the trash if they're signed into both. It would be super helpful if we could edit the view of a tablet PDF to avoid issues.
Hi Tiara,
Thanks for commenting in our knowledge base.
First off, I would like to update you that our knowledge base has been moved to the new Advantive portal.
Please go to https://advantive.my.site.com/support/s/login/?startURL=%2Fsupport%2Fs%2F%3Ft%3D1741274400532 and click "Not a member?" to create your account. Then you will be able to browse the knowledge base there. At some point the Zendesk portal will be taken offline.
In response to your question, there is no way to edit the cart PDF view per device (as there is for other catalog views). the configuration is for both tablet and web app. It should not look different.
I assume from what you wrote that you have confiured the PDF view to your satisfaction and it looks good on the web app, but not on the tablet?
Why are your reps printing orders? Do they print every single order? Can they email the orders instead?
What exactly is it that looks bad when they print from the tablet?
It would be better for you to answer all these questions in a support ticket that you open from the Advantive support portal after creating your account. This way it can be handled properly and with priority.
Thank you
Merav
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