How to add a new field in the Product/Item section and have them printed in the PDF?

Updated on December 9, 2021 05:53AM by Admin

Apptivo apps allow you to add and get the reference value by using the Ref app fields and values.

Consider adding a Number field in the Items app named HSN code and get the value in the Invoice and print as a PDF file.

Steps to add the Number Field in Items app

  • Go to Items → Settings → Customize App → Master Layout.
  • Drag and Drop the number attribute from the Palette to the Items Details section.
  • Click on the attribute, you will be navigated to the inspector tab on the Right side.
  • Change the name of the attribute as HSN.
  • Then, click on the Save button.
Master Layout
  • Now, create an item with the HSN code.
Item Details

Steps to add the HSN code in Invoice

  • Go to the Invoice app → Settings → Customize App → Master Layout.
  • In the Master Layout, drag and drop the Ref app field from the Palette to the Product/Items Sold table.
  • Click on the added Ref App Field, you will navigate to the Inspector tab.
  • Change the Name as HSN code.
Ref app Field
  • Scroll down the Inspector tab to view the Reference Field Details.
  • Select the Item app in the Reference Object.
Reference object
  • In the Reference Field, select the HSN code from the Items app.
  • With that, you can get the HSN code whenever the Item is selected in the Item Name field.
  • Click on the Save button to save the changes.
  • Now, create an Invoice for an item with the HSN Code.
Create Invoice

Steps to add the HSN code in Print PDF

  • Go to the Settings → Customize App → Print/ Web Layouts.
  • Click on the View Template icon on the Default Layout.
  • Scroll down to view the Items Table.
  • Here, drag and drop the HSN code from the Palette.
  • Then, Click on the Save button.
  • Now, go to the Invoice Overview page and click on the Print PDF button.
Print PDF
  • You can view the HSN code in the downloaded PDF.
Downloaded PDF