Add an Additional Column When Exporting the Generated Price List Excel File

Scenario

There is a requirement to add an additional column on the exported Excel file when generating a Price List.

Adding columns when exporting the Excel file would be only possible when using Basic as Printing Type of the Custom Form selected when generating the price list.

Solution

1. Navigate to Customization > Forms > Transaction Forms

2. Preferred Price List Custom Form: Click Edit

3. Printing Type: Select Basic

4. Click Printing Fields

5. Click Columns

6. Print/Email: Enter Checkmark

Note: Only add a checkmark on the necessary fields to be included on the Excel File.

7. Click Save