The package supports the creation and use of an unlimited number of offer designs
Under the menu option Miscellaneous - Preferences - Offer layout, you can adjust the layout of your offers.
The current offer design was determined during the initial setup of your administration.
You are now able to adjust this to your own wishes.
NOTE
Changing the offer design is discussed below. We realize that this will not be easy for every user. If you are unable to customize your offer design to your liking, please feel free to contact us. We would like to help you ensure that your offer looks professional and satisfactory. Send your stationery, logo and company details to support@yoursminc.nl and we will ensure that your offer design looks professional.
Description: Provide a meaningful description for the offer design here
Standard Yes/No: This allows you to indicate whether the design in question is the standard design to be used.
Email-design
If you want to link a specific email design to the offer design, you can select it here. This email design will be used when you want to send an offer created with the offer design from the package.
The different sections
The offer design is made up of a number of Sections, which are described below.
Within each of the sections, the following properties can be changed: Font, Font height (px) and the Alignment of the text (Left, Center or Right)
Header text
By selecting this section you can change the contents of the header
Click in the section and adjust if necessary
My Company Info
Logo: Use the [Choose File] button here to select your company's logo.
Company fields: The following company fields are available and used as follows:
{COMPANY} This field will be replaced by your Company Name when an offer is created
{ADDRESS} This field will be replaced by your Company address when an offer is created
{ZIPCODE} This field will be replaced by the zip code in your postal address when an offer is created
{CITY} This field will be replaced by the city name in your postal address when an offer is created
{VAT} This field will be replaced by your VAT number when creating an offer
Contact info
(the company to which the offer is addressed)
{COMPANY} When an offer is created, this field will be replaced by the name of the contact to whom the offer is addressed
{ADDRESS} When an offer is created, this field will be replaced by the address of the contact to whom the offer is addressed
{ZIPCODE} When an offer is created, this field will be replaced by the zip code within the address of the contact to whom the offer is addressed
{CITY} When an offer is created, this field will be replaced by the city name within the address of the contact to whom the offer is addressed
Click in the section and adjust if necessary
To the attention of
Here you can include a text that will appear in the 'For the attention of' section of the offer, for example 'Attn.'
Click in the section and adjust if necessary
Offer date
The following company fields are available and used as follows:
{INVOICE_DATE} This field will be replaced by the offer date
{DUE_DATE} This field will be replaced by the due date
Click in the section and adjust if necessary
Offer number
Specify here which text should be placed on the offer before the offer number
Click in the section and adjust if necessary
Offer details
Within this section, the headers that are placed above the various columns can be changed: Header Item, Header Number, Header Unit Price, Header VAT, Header Company, Subtotal, Total and Header Total Amount
Click in the section and adjust if necessary
Footer
Within this section, 2 footer lines can be included
Click in the section and adjust if necessary
