When generating a document within Rentman (invoice, quotation, contract, packaging slip, etc.) it is possible to display your data per subproject.
This is also explained in our webinar (39:08).
Step 1: Configuring your document template
You can do this by making use of the subproject block when customizing your document template
- Open the document template editor. (Configuration > document templates >double-click on relevant document)
- Drag Subproject block into document. This block is marked in yellow.
- Drag the modules and blocks that you want to display per subproject, into the subproject block.
When the blocks and modules have been added successfully to the subproject block, they will show a yellow background.
Step 2: Generate your document
- Create the relevant document.
- Choose which subproject you want to include via the "Selected subprojects" field.
- Generate document.