How do I create or edit a document in Order Management?

Summary

In KLARA, you can create and edit documents like offers, order confirmations, delivery notes, and invoices using templates in the Order Management section.

Creating a Document

1. Navigate to the Order Management section in KLARA.
2. Select the type of document you wish to create (e.g., offer, confirmation of order, delivery note, invoice).
3. You will enter edit mode automatically upon document creation.

Editing a Document

• On the right-hand side, you will see a bar with actions for:

- Adding additional columns

- Adding groups

• To modify the document, simply drag and drop elements to your desired position.

Customizing Document Layout

• The layout of KLARA documents is standardized.
• To change the standard layout:

1. Go to Company > Print layout.

2. Download the template you wish to modify.

3. Make your desired changes to the template.

4. Upload the modified template under Customised layout.