Create offers

 

Overview

Deposit of the own company address

  1. Register → Shopfitting
  2. Tools
  3. Options
  4. Rider → Company / Company

In this window you can also define the VAT and the company logo.
To define the company logo click on the magnifying glass icon and select your logo graphic in the window that opens.
The logo must not exceed a maximum height of 100 pixels and the logo must be of the JPG or PNG image type.
By clicking on Exit, the information will be saved.
This data is stored centrally for all planning.

Deposit of the customer address

  1. File → Document properties
  2. Address tab

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Here you can store your customer's information for the current drawing.
This data is stored only for the individual plan.

Setting options for offer

Open the parts list in the Shopfitting tab.
Under Export you can make the following settings.

  • Customer address ads
  • Do not show article
  • Show item prices
  • Show group prices
  • Output single item for groups

Show customer address

If previously defined, the customer address and the own company address will be output. If no customer information is stored, only the own company address is output.

Do not show article

Only the modules and their number are output, but not their individual parts.

Show item prices

Output of the individual price and calculation and output of the total price.

Show group prices

Output of the price of a group after the module name.

Output single item for groups

When creating a quote, all items that are not in a module are listed separately.

Accumulation of the offer

The following options are available for cumulating an offer:

  • Accumulation Group
  • Accumulation categories
  • Accumulation project
  • No option selected

Accumulation Group

Output of the module name in the offer and its number.
Example display of offer:

Accumulation categories

Summary of all categories regardless of their dimensions.
Example representation offer:

Accumulation project

Output of the project name in the bill of materials and the total price.
Example representation of offer:

The file name is used as the project name.

Accumulation project

Output of all individual items.
Example display offer:

When all necessary settings have been made, you can create a PDF file under Export with a click on
Export: Offer to create a PDF file that takes into account all the options you have previously set.

Choosing a template for offer

In the Shopfitting tab, under Tools → Options → Company, the following options are available under
Template Offer, Price List the following options are available for selection.

  • Schema1.xml
  • Schema1_ENG.xml
  • Schema2.xml
  • Schema2_ENG.xml
  • Schema3.xml
  • Schema3_ENG.xml

No template selected

Standard issue of the offer
Issue:

  • POS (Position)
  • Article
  • Description
  • Color
  • Quantity
  • Price
  • Discount
  • Total

Schema1.xml / Schema1_ENG.xml

Output from:

  • Article
  • Description
  • Quantity
  • ME (unit of measure)
  • Price
  • Total

Schema2.xml / Schema2_ENG.xml

Output from:

  • Article
  • Quantity
  • Price
  • Total

Schema3.xml / Schema3_ENG.xml

Output from:

  • Manufacturer
  • Article
  • Description
  • Color
  • Quantity
  • ME (unit of measure)
  • Price
  • Total