New design for line items (Beta)
Try the second design for line items in a document: one row per item like in the PDF, more items at a glance, switchable at any time.
In a document you can try the new design for line items. It applies to quotes, invoices, delivery notes and order confirmations. The current design stays the default. The PDF, the prices and all calculations do not change.
Turning the new design on and off
Directly above the line items there is a slim bar with the switch Show new design and a Beta marker. Turn it on and the line items change at once, without reloading. A second click takes you back just as fast.
Your choice applies to the browser where you made it. On another device or in another browser, the current design shows first.
What changes
- One row per item, like in the PDF. You see Pos., description, quantity, unit price and total. The quantity is written out, for example “3 drinks × 120 guests × 5 hrs”.
- Description below. The description for the customer sits below the title in a muted tone. The switch Show descriptions in the toolbar hides it. This only affects your view, not the PDF.
- Markers on the row. Anything unusual shows as small markers on the row: Optional, discount, different tax rate, internal note and warnings, for example about stock.
- Sections as grey bands. Each section is a grey band across the full width, with its title and totals.
- More at a glance. Instead of about three items you see about a dozen. You scroll less, and the title is easy to read.
Editing an item
Click a row to edit exactly that item. With the keyboard, use Tab and Enter. You get the same fields as in the current design. The product search opens as soon as you type in the title.
- Escape or Done closes the item again.
- At most one item is open at any time.
- New items open right away.
Everything else stays as you know it: the row menu “…”, dragging to reorder, multi-select, filters and text items.
On documents that were already sent, rows still cannot be edited, as before.
Templates and shift prices
Item templates and shift prices keep the current design.
Give feedback
In the new design, the slim bar shows the button Give feedback. It opens the feedback window, and your message goes to the Univents team. If you switch back to the current design, a message asks What was missing? and offers Give feedback.
For more about the document itself, see Financial documents: quotes, invoices & delivery notes.