Branding & Customization

Inventory Pro supports logo branding on printed documents and several layers of UI customization. These capabilities are spread across four distinct surfaces - this page covers each one and when to use it.

Surface	Purpose	Access
Custom Logos	Upload and manage logo image files	System → Lists → System Lists → System & General
Admin Options → Logos	Assign which logo appears on each document type	System → Configuration → Admin Options → Logos module
Customize Menus	Show/hide and reorder navigation menu items	System → Configuration → Customize Menus
Customize	Edit field labels, visibility, and types on data entry screens	System → Configuration → Customize

Custom Logos

Path: System → Lists → System Lists → System & General tab → Open Custom Logos

The Custom Logos list manages logo image files and logo resolution pointers. There are two kinds of entries:

System pointer records (negative Record IDs) - these tell the system to look up the logo from a related record (customer, supplier, warehouse, or order header). Do not delete or rename records with Record ID ≤ 0.
Uploadable logo records (positive Record IDs, e.g., “Generic Logo”) - these hold actual image files and are the ones you configure for your organization.

The default system logo pointers are:

Name	Meaning
Do not print logo	Suppresses logo output on a document
Use logo defined in Customer’s record	Pulls logo from the associated customer
Use logo defined in Supplier’s record	Pulls logo from the associated supplier
Use logo defined in Warehouse	Pulls logo from the associated warehouse
Use logo defined in Order Header	Pulls logo from the order itself

Uploading a Logo

Open the Custom Logos list and click the edit (pencil) icon on the logo entry you want to update (e.g., “Generic Logo”).
In the Picture field, click the Upload link.
Select a JPG file from your computer.
After upload, the filename appears next to the View link. Click View to confirm it displays correctly.
Click Save.

Edit Field	Notes
Description	Display name for this logo entry (up to 50 characters)
Picture	File upload; Upload and View links appear once a file is attached
Modified / Modified By	Read-only timestamps

Logo Assignments

Path: System → Configuration → Admin Options → Logos module

The Logos module in Admin Options is where you assign which logo source to use for each document type. For each document, choose a logo source from the dropdown - the options vary by what context is available for that document type.

Document Type	Context-specific options available
Purchase Order	Order Header, Warehouse, Supplier’s record, Do not print logo, Generic Logo
Generic Reports	Do not print logo, Generic Logo
SO - Packing Slip	Order Header, Warehouse, Customer’s record, Do not print logo, Generic Logo
SO - Invoice	Order Header, Warehouse, Customer’s record, Do not print logo, Generic Logo
Work Order	Do not print logo, Generic Logo
Appointments	Supplier’s record, Do not print logo, Generic Logo
Repair Order	Warehouse, Customer’s record, Do not print logo, Generic Logo
Bill of Lading	Order Header, Warehouse, Customer’s record, Do not print logo, Generic Logo

Select the appropriate source for each document type, then click Save. The change applies to all future document prints.

Customize Menus

Path: System → Configuration → Customize Menus

Customize Menus lets administrators control which items appear in each navigation section. This is a global setting - it affects all users. Group permissions still determine what each user can actually access.

How to use it:

Select a Menu Type from the dropdown (e.g., Inventory, Purchasing, Shipping).
Move items between the Available and Displayed listboxes using the >>> and <<< buttons.
Use the Up / Down buttons to reorder displayed items.
Click Save.

Changes do not take effect until users log in again.

Customize (Screen Fields)

Path: System → Configuration → Customize

The Customize page controls field labels, visibility, and behavior on individual data entry screens. It supports multiple Screen Sets (Base, Alternate, Default), enabling different field configurations per context.

Warning: Changes made on this page are irreversible. Review carefully before saving.

Field table columns on the Customize page:

Column	Controls
Field Name	Internal field identifier
Field Label	User-visible label on screen
Default	Default value
Field Type	Input type (text, date, select, etc.)
Visible	Whether the field appears on screen
Add	Visible when adding a new record
Modify	Visible when editing an existing record
Req.	Whether the field is required
Grid	Whether the field appears in grid/list views
Mobile	Whether the field appears in the mobile app

Select a table or screen from the dropdown to load its fields, make changes, and click Save. Use the Copy To option to copy a screen set configuration to another set.

Admin Options - Logos module and other system-wide settings
System Lists - Where Custom Logos are accessed alongside other list definitions