<< Click to Display Table of Contents >> Navigation:  System Configuration > Documents > Acknowledgement Layout

Click: Tools > Customise > Acknowledgement Layout

 

The settings below change the printed acknowledgement layout

 

Remove Kitchen Sample

Tick to remove the brochure sample image of the furniture catalogue

 

Show Item Number

Tick to show product item numbers (based on their position on the quote)

 

Remove Phone numbers

Tick to remove phone numbers from the quote

 

Combine Worktop sub-items

Tick to combine worktop sub-items so that there is only the main product for worktop shown, not the components.

 

Combine Sub-Items / Components

Tick to combine sub-items so that there is only the main product shown on the printed acknowledgement.

The sub tick box "Doors only" will only apply this setting to combine doors with main items.

 

Remove Product Groups

Tick to remove product groups from displaying. This removes the product group headings so products are all displayed together.

 

Remove the product code

Tick to remove the product code so it is not shown for any products.

 

Include notes shown at the bottom of the quotation

Tick to show quotation notes at the bottom of the acknowledgement as well.

 

Fitting Options

 

Click an option to choose between:

 

•Show fitting "Group" totals - Shows the group (as set in Fitting Configuration) and the total cost of fitting for that group.

•Show individual fitting items - Shows a cost for each item (as set in Fitting Configuration).

 

Combine fitting items within the same "Group" - Tick this box if you have more than 1 fitting code on a acknowledgement to combine items so they appear under the same "group".

 

Additional Layout Options

 

Click the button to see the following options:

 

Layout

Click here to swap between standard trade layout or standard retail layout. The trade layout shows extra reference numbers and more information in the header.

 

Show Signature Line

Tick to show a line for customer's signature and date to appear at the end of the acknowledgement. This will appear below any terms and conditions if you enter them into the notes box.

 

Standard Acknowledgement notes

Insert notes here that you want to appear on every acknowledgement, e.g. terms and conditions. Notes placed here default onto every acknowledgement but they can be customised for each acknowledgement individually from the acknowledgement screen.

 

Click Update to save and close the window when finished

 

Product Group Settings

 

Click this button to open a grid of all the groups that are used on a quotation (they appear as sub-headings on the printed quotation).

 

You can change the colour coding by right-clicking to show the colour picker and select a new colour.

 

Grouped Product Text is the text that is displayed if you decide to have your prices set to "Grouped". This shows 1 line on the acknowledgement rather than each individual item, eg "Total furniture cost" instead of all furniture products.

 

Double click on the word Memo to add default notes to a group. These appear under the heading on a printed acknowledgement.

 

Select how to display prices under the Pricing column:

•No Prices does not show any prices on the acknowledgement other than the bottom line totals

•All Prices shows a price next to every product.

•Sub-total shows one sub-total for a group of products.

•Group Products shows a line reading “Total Furniture Cost” either priced or unpriced.

 

Discounts can be set in the same way:

•Total Discount shows only the total discount at the bottom line of the acknowledgement.

•All Discounts shows the discount % next to each product

•All Discounts + Sub-total shows the % next to each product and a sub-total of the discount for each group.

•Sub-total displays only a sub-total of the discounts for each product group.

 

Click Update to save and close the window when finished