Proposal For Invoice and Sales Order PDF Customization

Proposal Summary 

 

This proposal outlines the customization of Invoice and Sales Order PDF in NetSuite at Pharma Cosmetics (hereafter referred as client) by Jobin&Jismi (hereafter referred as Implementer). 

 

This proposal focuses on the key aspects of the client’s business operations, and customization of Sales Order and Invoice PDFs. The implementer will ensure the customization of sales order and invoice PDF based on the provided mock-up.  

  

1. Requirement From Pharma Cosmetics 

The client requires modifications to the Existing invoice and sales order PDFs to better align with their operational processes, and compliance needs. 

Enhancements should focus on improving the accuracy, efficiency, and user-friendliness of these forms. 

Invoice PDF: 

 

                                                                     Figure 1.0 

The figure 1.0 illustrates the mock-up of the Invoice PDF 

 

 

Sales Order PDF: 

 

                                                                 Figure 2.0 

The figure 2.0 illustrates the mock-up of the Sales Order PDF 

 

2.Deliverables 

We have reviewed the requirement thoroughly and please find below the deliverables we propose.   

It is based on the anticipations, discussions, and understandings based on the email/virtual/telephonic communications between the client and the implementer. Any requirement arising during the implementation time will be considered a change request.   

Invoice PDF Customization 

 

The implementer will customize the Invoice PDF for accomplishing the following customization. 

• Invoice Layout Adjustments: 

The overall styling of the invoice PDF will be updated to closely match the new PDF. This includes font changes, color schemes, and the arrangement of various elements on the page. 

• Header Section: 
• The PO# will be added directly under the Invoice number in the header. 
• The header portion and header table will be repeated on all pages of multi-page invoices. 
• The header section’s table will be redesigned to incorporate additional fields and update styling for the “Bill To” and Ship To values, ensuring clarity and consistency. 
• Free Items Section: 
• A new table will be created specifically for listing free items. This table will include columns for the item Number, item description, Qty, unit price, and total. 
• Directly below the free items table, the Subtotal and Complementary Items total will be displayed to show the total amount of free items. 
• Item Section: 
• Below the free items section, the normal (charged) items will be listed in a table with appropriate formatting. 
• The subtotal box will be adjusted to prevent it from breaking across pages. If space is insufficient on the current page, the subtotal box will automatically move to the next page to maintain integrity. 
• The Complementary Items section will be removed from the Subtotal section. 
• Footer Section: 
• The footer of the invoice PDF will include a static “Thank You” message and the Remit Payment Address. These values will remain consistent across all invoice PDFs. 
• This section will show only on the last page of the PDF.  

Sales Order PDF Customization 

 

The implementer will customize the Sales Order PDF for accomplishing the following customization. 

• Sales Order PDF Layout Adjustments: 

The overall styling of the Sales order PDF will be updated to closely match the new PDF. This includes font changes, color schemes, and the arrangement of various elements on the page. 

• Header Section: 
• The PO# will be added directly under the Order # in the header. 
• The header portion and header table will be repeated on all pages of multi-page Sales Order PDFs. 
• The header section’s table will be redesigned to incorporate additional fields and update styling for the “Bill To” and Ship To values, ensuring clarity and consistency. 
• Free Items Section: 
• A new table will be created specifically for listing free items. This table will include columns for the item Number, item description, Qty, unit price, and total. 
• Directly below the free items table, the Subtotal and Complementary Items total will be displayed to show the total amount of free items. 
• Item Section: 
• Below the free items section, the normal (charged) items will be listed in a table with appropriate formatting. 
• The subtotal box will be adjusted to prevent it from breaking across pages. If space is insufficient on the current page, the subtotal box will automatically move to the next page to maintain integrity. 
• The Complementary Items section will be removed from the Subtotal section. 
• Footer Section: 
• The footer of the Sales Order PDF will include a static “Thank You” message and the Remit Payment Address. These values will remain consistent across all Sales Order PDFs. 
• This section will show only on the last page of the PDF.  

 

3. Assumptions: 

 

• The “Thank you” message Remit Payment Address in the PDF is same across all the Invoice and Sales Order PDF. This will be shown below the subtotal summary box, not the end of the PDF. 
• Page numbers will not be included in the Sales Order and Invoice PDFs. 
• Any changes to the PDF styling, such as colour adjustments or font size alterations, beyond what is provided in the mock-up, are outside the scope of this work. 
• Other PDFs, such as cash sale, credit memo, statement, and packing slip, are not included in this scope. 
• Adding new fields or columns to the PDF will require a change request. 

4. Notes  

 

The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If the scope change/additional feature development identified during actual development will be treated as change request.