Generate Sales Document from Template Function in Naologic Actions

The Generate Sales Document from Template function allows users to create a sales document based on a predefined template. This function automates the generation of sales documents by leveraging standardized templates for consistency and accuracy.

What is the Generate Sales Document from Template Function?

This function creates a new sales document using a predefined template and specific source data. Templates are set up in advance, ensuring that all generated documents adhere to the same structure and content rules.

How to Add the Generate Sales Document from Template Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Generate Sales Document from Template" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • Source Document Name: Provide the name of the document that will serve as the source for the data used in the template.

   • Source Document View: Select the relevant view or field within the source document that contains the data to be used (e.g., "Name of crew passengers").

   • Template: Choose the predefined template to be used for generating the sales document.

5. Save the action settings.

Once configured, the function will generate a sales document using the specified template and source data.

The Generate Sales Document from Template function simplifies and standardizes document creation, ensuring accuracy and alignment with predefined formats while saving time.