How to Customize Financial Summary in the Kit Orders App?

Updated on June 30, 2020 04:00AM by Admin

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

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.
Kit Orders

  • In the Settings page, click on the Kit Orders and selects the Financial Summary.
Settings

  • Enable the Toggle on for Financial Summary to display Financial Summary in the Kit Orders Overview.
Financial Summary

  • 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.
KO Created

Related Links