Financial Summary in Kit Orders App is a unique feature that allows you to view your gross profit by combining all the four Purchase Order, Supplier Invoice, Estimates and Invoices for the particular order into a single app.
Financial Summary is not visible
Steps to Customize Financial Summary
- Login and access to Kit Orders App from Universal Navigation menu bar.
- Click on More(...) icon and select the Settings.
- In the Settings page, click on the Kit Orders and selects the Financial Summary.
- Enable the Toggle on for Financial Summary to display Financial Summary in the Kit Orders Overview.
- Now, create the Kit Order or select the Kit Order.
- You can view the Financial Summary of that particular Kit Order as shown in the image below.
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