Orders placed in Pepperi by sales reps can be sent as PDF attachments via email to destinations that you configure.
Order PDF customization is accomplished via:
Settings->Sales Activitie->Transaction Types
Views and Forms
The Views and Forms tab allows you to configure the layout for various views and forms of the Transaction Type.
Open the type you want to configure and then click on the edit icon to edit the form.
This article explains each of the types and how to configure them.
In the Header section you can configure:
Header Form: The fields that will appear on the Transaction Details page.
This page is displayed on the app when the user taps “More..” on the bottom of the shopping cart.
Select the role you wish to customize the header for by clicking on the pencil icon next to the role name:
Sales Rep - Customizes the "More…” order details form in the Pepperi Cart
Admin - Customizes the Order Details fields seen from the Pepperi Admin view.
Buyer - Customizes the More Order Details form the buyer can open to enter more order information in Pepperi Storefront - B2B ordering.
Header PDF: The fields that appear in the header on the first page of the PDF copy of the order.
The Header PDF has only one role – “PDF form” – because it is not relevant to configure it for other roles.
The Header is divided into 3 sections: General information, Account Information and Order Information. In each section you will find related fields.
You can drag each of the available fields to any of the sections.
You can change the label of the field by clicking on the pencil icon next to the field's name once you have dragged it into one of the sections of the layout.
You can make a field mandatory to fill in (meaning the order will not be able to be submitted until this field is filled out). The field will be marked with a red star on the form and even if the Sale Rep or the Buyer does not open the form they will be warned and a popup message will inform them that a field/fields they had to fill in are missing.
Continue to edit the Header for each of the roles you require and click Save.
The Cart views allow you to configure which fields will appear on the Order grid view in the cart, sorting criteria, and column widths of the table.
Cart Grid View: The fields that will appear in the table of items ordered in the cart. You may customize the order table differently for the Sales Teams, Admin, and Buyers.
Cart PDF View: The fields that will appear in the table of items ordered in the PDF copy of the order.
(Cart Lines View, Cart Transaction Line details - these views are relevant for phablets only)
Edit the form you want to customize (click on the pencil icon next to the name of form).
Select the field you wish to sort items in the Order table (cart) by. You can sort by any one of the fields present in the cart columns.
Select Ascending or Descending for the sorting order.
Define the presentation mode when using matrix items - allows you to define if matrix items ordered should be listed in individual rows indicating the quantity of each variant (size) ordered or if all variants should be listed together in the same row.
If you ordered 5 Small, 6 Medium, and 4 Large - should each size have its own row, or should all variants be listed in the same row with columns to the right indicating the quantities for each size.
Drag from Available Fields to the Layout section to indicate the columns of the Order table. After dragging a field to the Layout section you may customize the column title by clicking on the edit pencil button to the right of the field name and change it to the column heading you require (exactly as shown above in the Header configuration).
For the relevant fields such as "Unit price after discount", you may also change the field to "Read only" meaning the sales rep will not be able to modify the field on the cart.
Only the relevant fields will have the Read Only option available. Other fields, such as "Item Description" will not have this option.
By marking the "Unit Price" as "Read Only" this is in fact preventing the sales rep from editing the order price to a price other than what was calculated by Pepperi (after applying any discounts and campaigns).
You can enable your Sales Reps to edit the order price on the cart: How to Enable / Disable Sales Reps Edit Price Permissions
In the Footer Tab you can configure:
Minimized Footer Field: You can select one field to be displayed in the footer when it is minimized. (This is relevant for phablets only, where the bottom section of the cart with subtotals, discounts, tax, remarks, total, etc. can be minimized).
PDF Footer: You can select fields that will appear on the last page of the PDF copy of the Transaction that is emailed.
Choose the form you want to edit, and configure the fields in the same way as the forms above.
Drag the fields you require to the Layout. You can change the label of the field by clicking on the pencil icon next to it.
Fields commonly added to the footer include: Signature, Totals Box, Sales Rep contact information, General Remarks, or any custom fields.
* Totals Box displays all of the following information: Subtotal, Discount, Vat, and Grand total (with smart logic to remove discount/ VAT in case they are 0).