A combination of WorkBook layouts, watermarks and print settings are used to create the branded, client facing documents the system outputs, such as price quotes, purchase orders and invoices.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
LAYOUTS
WorkBook has standard layouts (known as reports) coded to pull system entered data in to the client facing documents, i.e. price quotes, purchase orders and invoices.
...
A watermark is your branded header and footer (similar to a letterhead) that is used to include your branding on price quotes, invoices and purchases purchase orders.
Things to note about watermarks:
Watermarks should be formatted to take the different layouts in to consideration - see example layouts for reference
One or several watermarks can be imported and used
Watermarks can be defaulted by client/department/etc
The watermark must be provided in the following format:
PNG file
300 dpi
2480 x 3508 pixels (A4) or 2550 x 3300 (US letter)
...
The level of detail displayed on price quotes, project price quotes and invoices can be tailored on a case by case basis using that record’s “Print Settings”.
Print settings are set by the individual printing the report e.g. price quote (348)
The print layout settings of price quotes, project price quotes, and invoices are below for reference.
Price Quote Print Settings
...
Below are the options for what can be displayed on the invoice (351).
...
...
EXAMPLE LAYOUTS WITH WATERMARKS
Price quote (348)
...
Purchase order (4)
...
Related articles
| Filter by label (Content by label) | ||||||||
|---|---|---|---|---|---|---|---|---|
|
...