Quote word template

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When adding product bundles to a word template all the bundle items show up. Is there any way to prevent this of happening ?

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Quotes / Orders / Invoices

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RaviKashyap 55,410 Moderator on at

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RE: Quote word template

Hi,

Could you please share some more details about your requirement? Is it a custom word template or out of box. Share some screenshot if possible.

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RE: Quote word template

Thanks Ravi,

Its using out of the box functionality, creating a word template for a quote when I include the product, if its a bundle I only want to see the first line. But in the word document all the products that combined create the bundle are showing up.

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RE: Quote word template

In this image this is the word template generated from a quote, in yellow you can see the Bundle product, (that is the only line I need to show in the word file of the quote to the customer).

I dont know how to prevent the bundle items from showing.

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RaviKashyap 55,410 Moderator on at

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RE: Quote word template

Hi Atapia,

I looked into this one and understand the issue you are facing. I am afraid there isn't any way to not show Product bundle if it is added in the quoteproduct. This is because product bundle itself is a record which is associated to the quote and when you try to search for products, it will show all related records, including the bundle. In word template, there is not way to filter the spcefic records, it will show you all record.

You can have some kind of restriction on quote product entity such that users wn't be able to add the bundle product (if that suits your requirement)

Hope this helps

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RE: Quote word template

Thanks Ravi

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MezMarianne 1,267 on at

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RE: Quote word template

You can use templates from XperiDo. There you can filter on product type and only show the bundle line.

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RE: Quote word template

Hi Ravi, I created an ssrs report using bids and worked very good but when I download my report in pdf I get 3 additional pages. Do you happen to know how can I remove the page break?

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RaviKashyap 55,410 Moderator on at

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RE: Quote word template

Sorry Atapia but I don't have much experience in report designing but this link might help you.

Hope this helps

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Adrian Begovich 1,027 Moderator on at

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RE: Quote word template

Hi atapia,

Read this article to learn about common solutions to blank page issues. You will need to modify your report in SQL Server Reporting Services (SSRS) until it is in a format that does not add extra pages when exported to PDF.

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