Report customization
The Customer Equipment Hybrid Report offers a wide range of settings that allow you to customize the layout and control of documents. This manual explains the most important functions and settings of the module to ensure efficient use.
Required settings
Certain settings are required in the client settings in order to use the Hybrid Reports customer system. These include storing the logo, maintaining the address line in the display window, and the contents of the footer.
Overview of functions
The Customer Equipment Hybrid Report allows detailed customization of document display using various switches and settings. The basic layout types of the report can be divided into two main categories: vertical and horizontal display. These layouts can be customized as needed to display specific document data.
Layout adjustments
The report offers the option of choosing between different layouts. This selection is made using the "Select Design" button, which has three different settings. It is important to note the exact spelling of the buttons, as they are case-sensitive. An incorrect character can cause the report to malfunction.
In addition, a title page can be activated, which can be used for certain documents such as quotes or orders. The "Select title page" button allows you to turn the title page on or off. When the title page is activated, the system checks whether the first line of the document contains free text. If this is the case, the title page is displayed.
Color and text adjustments
The customization of colors and text is also a central component of the report. Using the "Select Color" and "Select Text Color" buttons, you can select predefined colors such as c-entron yellow, c-entron blue, light gray, and black, or enter custom RGB values. These customizations allow you to design documents in your company's colors.
Document data and contact persons
The report allows you to display specific document data such as internal sales staff and contact persons. Use the "Select supervisor" button to select different supervisors, who will then be displayed on the document. You can also add a second supervisor using the "Select supervisor two" button.
In addition, the version number of the document can be controlled using the "Select Version Document Number" button. Here you can specify whether the version number should be displayed for all documents, only for quotes or orders, or not at all.
Logo and footer settings
The logo can be configured using the "Select Logo" button. You can choose to display the logo on all pages, only on the first page, or not at all. This feature is particularly useful if you are already using letterhead that contains a logo or footers.
The footer of the report can also be customized. The keyword "Managing Director" is used here, which can be changed depending on the type of company. The corresponding keyword for the footer can be selected using the "Select Company Type" button.
Barcode and QR code integration
Customers who use a document management system (DMS) have the option of integrating barcodes into their documents. The "Select Barcode" button allows barcodes to be defined for different document types. In addition, a QR code containing the transfer details can be added to invoices. This makes it easier for customers to process payments, as they can scan the data directly.
Discount and condition settings
The report also offers the option of displaying discounts per item. The "Select discount per item" switch ensures that discounts are listed in a separate column when they are applied to an item. If there is no discount, the column is not displayed, which optimizes the space on the receipt.
In addition, the texts for payment terms can be customized using the "Show Condition long" and "Show Condition short" buttons. Here, you can choose between displaying the long or short text.
Adaptation of texts and labels
Texts and labels are customized using the query "querylabels de." Here, specific wording and legal texts that are tailored to the respective legal requirements can be edited. It is important to retain the quotation marks in order to correctly identify the code.
Conclusion
The Customer Equipment Hybrid Report offers comprehensive options for customizing documents. Thanks to the wide range of switches and settings, companies can customize the layout of their documents and adapt them to their needs. For extensive customizations or specific requirements, we recommend contacting the report department for support to ensure optimal configuration.