Changing the Titles of Emails and Generated PDFs

[cattmy]

Hi all,

We are deploying ERPNext in a limited manner as our accounting department does not move fast enough to move to a new system. We are currently just using it to fill out quotations (so we do not have to set up accounts or inventory) and submitting them to the order desk as Sales Orders. As they are quotations, all email subjects and exported PDFs are automatically labeled as such. Is there a way to change the titles of these to match a field like the Customer Name instead of “Quotation: QTN-xxxxx”?

Thanks!

[rmehta]

@cattmy

We are deploying ERPNext in a limited manner as our accounting department does not move fast enough to move to a new system

I have heard this before!! Accountants are the slowest

@cattmy

Is there a way to change the titles of these to match a field like the Customer Name instead of “Quotation: QTN-xxxxx”?

In your PDF? You can make a custom print format.

https://frappe.github.io/erpnext/user/manual/en/setting-up/print/print-format-builder.html

[cattmy]

Thanks for the response.

We are looking to change the circled items to something other than “Quotation.” I’ve tried to make a script based on something I saw similar to this to no avail. Any help is greatly appreciated.

[yashodhan]

@cattmy check out: https://frappe.github.io/erpnext/user/manual/en/setting-up/settings/naming-series.html

[cattmy]

Sweet. Thanks so much. One last question, is there any way to remove to word “Quotation” before the series number in the email subjects?