PDF Editor

The Settings -> System settings -> PDF Editor page allows customizing the layouts of PDF documents.

Demo video: Setting up business details, working hours, PDF editor.

It is possible to:

add your company logo,
edit titles of documents,
edit layouts of documents,
edit footers of documents (e.g. for adding terms and conditions),
choose which company contact details are printed on documents,
change the font size used in documents.

Company logo

The company logo can be displayed on documents that are sent to your customer or vendors: invoices, quotations, purchase orders, Waybills, etc.

For invoices and POs, the logo is added to the document "PDF for customer/vendor".

The logo is not displayed on internal use documents. For example, customer order PDF, manufacturing order PDF, etc.

For adding a logo:

Upload it to external storage (Dropbox, OneDrive, Google Drive),
Open Settings -> System settings -> PDF Editor and click Edit.
Choose the logo file from External storage.
Save.
The placement of the logo can be set: left, center, right, or hidden.

Notes:

The logo file must be either GIF, JPG, or PNG.
The logo file size must be max. 250 KB.
The recommended size is about 800 px width X 200 px height. MRPeasy reduces the logo 4 times for better quality.

Document titles

It is possible to rename document titles:

Go to Settings -> System settings -> PDF Editor and click Edit.
Find the document in the Names section.
Type the new title next to the name of the original document.

Notes:

This new title will be used in all languages.
If you want the software to translate document titles to customer's or vendor's language, empty the Names section.

Company details

Company information, from Settings -> System settings -> Company details, is printed on invoices, waybills, and purchase orders. In the PDF Editor it is possible to select what details are included:

Company name
Address
Phone
E-mail
Website
Reg. no.
Tax/VAT number
Payment details

Document layouts

It is possible to choose which elements to print and how they are displayed on PDF documents that are sent outside of your company.

For editing a layout of a document:

Open Settings -> System settings -> PDF Editor and click Edit.
Scroll to the Layouts section.
Click on the layout you wish to edit.
It is possible to
- choose the orientation of the document: Portrait or Landscape.
- edit the layouts of the document header, main table, and footer.
- choose which fields and columns are displayed.

When editing the header and footer of a document:

To print an element, check it.
To hide an element, uncheck it.
To move an element to a new location, click on it, and drag it to a new place.
Elements can be moved from the header to the footer and vice versa.

When editing the main table of a document:

All the columns in the Visible fields section will be printed on the document, in the displayed order and width.
To change the order of columns, drag the column to a new location.
To change the width of a column, drag the column's right boundary to the left or right.
To change the alignment of a column, click on the column's name, and then select the needed alignment in the Alignment section.
To show a column, drag it from the Hidden fields to the Visible fields. Place it where you want it to appear.
To hide a column, drag it from the Visible fields to Hidden fields.

Manufacturing Order PDF layouts

MO PDFs "Wide" and "Medium" show the "Quantity" column only for the done (finished) MOs.

Document Footers

Footer is text that is printed at the bottom of PDF documents. It is possible to set different texts for different documents and select font size and alignment.

For adding a footer to a document:

Open Settings -> System settings -> PDF Editor and click Edit.
Scroll to Footers.
Choose the footer to edit.
Enter the footer text.
Save.

The General footer is added to all documents, in addition to the document-specific footer.

The maximum footer length is 30,000 characters, which allows comfortably attaching terms and conditions or other standard notes.