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How to create a personalized layout for the sales order screen

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Posted on by Amajul

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In my job, I need to download purchase orders in excel daily for a reporting and confirmation process, but every time I do it I have to change the order of the columns to fit the report format.

Is there any way to create a custom layout to download the sales orders in an excel document with the columns organized in a specific way, without having to change them manually each time it is needed?

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imran ul haq 4,025 on at

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Hi Amajul,

After personalizing the page you can save it as template by clicking "Save" and that template can be used by other users also.

Regards,

Imran Ul Haq

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