{"id":693,"date":"2023-08-18T15:34:20","date_gmt":"2023-08-18T15:34:20","guid":{"rendered":"https:\/\/support.visual-store.de\/?page_id=693"},"modified":"2023-08-18T15:34:20","modified_gmt":"2023-08-18T15:34:20","slug":"creating-quotes","status":"publish","type":"page","link":"https:\/\/support.visual-store.de\/en\/erstellen-von-angeboten\/","title":{"rendered":"Creating quotes"},"content":{"rendered":"<h1>Creating quotes<\/h1>\n<p>&nbsp;<\/p>\n<h4 id=\"uebersicht\">Overview<\/h4>\n<ul>\n<li><a href=\"#uebersicht\">Overview<\/a><\/li>\n<li><a href=\"#HdFa\">Registering your company address<\/a><\/li>\n<li><a href=\"#HdKa\">Customer address deposit<\/a><\/li>\n<li><a href=\"#EfA\">Offer settings<\/a>\n<ul>\n<li><a href=\"#EfA1\">Show customer address<\/a><\/li>\n<li><a href=\"#EfA2\">Do not show article<\/a><\/li>\n<li><a href=\"#EfA3\">Display item prices<\/a><\/li>\n<li><a href=\"#EfA4\">Show group prices<\/a><\/li>\n<li><a href=\"#EfA5\">Output individual items for groups <\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#KdA\">Accumulation of supply<\/a>\n<ul>\n<li><a href=\"#KdA1\">Accumulation Group<\/a><\/li>\n<li><a href=\"#KdA2\">Accumulation Categories<\/a><\/li>\n<li><a href=\"#KdA3\">Project Accumulation<\/a><\/li>\n<li><a href=\"#KdA4\">no option selected <\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#AVA\">Template selection for quote<\/a>\n<ul>\n<li><a href=\"#AVA1\">No template selected<\/a><\/li>\n<li><a href=\"#AVA2\">Schema1.xml \/ Schema1_ENG.xml<\/a><\/li>\n<li><a href=\"#AVA3\">Schema2.xml \/ Schema2_ENG.xml<\/a><\/li>\n<li><a href=\"#AVA4\">Schema3.xml \/ Schema3_ENG.xml <\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h4 id=\"HdFa\">Registering your company address<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"float: right; margin: 20px;\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-9-300x296.png\" alt=\"\" width=\"300\" height=\"296\" \/><\/p>\n<ol style=\"padding-left: 79px;\">\n<li>Register <b>Store construction<\/b><\/li>\n<li><b>Tools<\/b><\/li>\n<li><b>Options<\/b><\/li>\n<li>Knight <b>Company<\/b><\/li>\n<\/ol>\n<p style=\"padding-left: 40px;\">\nIn this window, the VAT and the company logo can also be defined.<br \/>\nTo define the company logo, click on the <b>Lupin<\/b> Symbol and select your logo graphic in the opening window.<br \/>\nThe logo must not exceed a maximum height of 100 pixels and must be of file type JPG or PNG.<br \/>\nWith a click on <b>Leave<\/b>, the information will be stored.<br \/>\nThese data are stored centrally for all planning.\n<\/p>\n<hr>\n<h4 id=\"HdKa\"> Customer address deposit <\/h4>\n<ol style=\"padding-left: 79px;\">\n<li>File \u2192 Document Properties<\/li>\n<li>Rider's address<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-10-271x300.png\" alt=\"\" width=\"271\" height=\"300\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-10-271x300.png 271w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-10.png 498w\" sizes=\"auto, (max-width: 271px) 100vw, 271px\" \/><p><br \/>\nHere you can store your customer's information for the current drawing.<br \/>\nThese data are stored only for the individual plan.\n<\/p>\n<hr>\n<h4 id=\"EfA\"> Offer settings <\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-11-300x254.png\" alt=\"\" width=\"300\" height=\"254\" class=\"aligncenter size-medium wp-image-711\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-11-300x254.png 300w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-11.png 477w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nOpen the parts list in the Shopfitting tab.<br \/>\nUnder Export, you can make the following settings.\n<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>Customer Address Advertisements<\/li>\n<li>Do not show article<\/li>\n<li>Display item prices<\/li>\n<li>Show group prices<\/li>\n<li>Output individual items for groups<\/li>\n<\/ul>\n<h4 id=\"EfA1\">Show customer address<\/h4>\n<p style=\"padding-left: 40px;\">If previously defined, the customer's address and your company's address are outputted. If no customer information is stored, only your company's address is outputted.<\/p>\n<h4 id=\"EfA2\">Do not show article<\/h4>\n<p style=\"padding-left: 40px;\">Only the modules and their quantities are output, but not their individual parts.<\/p>\n<h4 id=\"EfA3\">Display item prices<\/h4>\n<p style=\"padding-left: 40px;\">Output of the individual price and calculation and output of the total price.<\/p>\n<h4 id=\"EfA4\">Show group prices<\/h4>\n<p style=\"padding-left: 40px;\">Output the price of a group behind the module name.<\/p>\n<h4 id=\"EfA5\">Output individual items for groups<\/h4>\n<p style=\"padding-left: 40px;\">When creating a quote, all items that are not in a module are listed separately.<\/p>\n<hr>\n<h4 id=\"KdA\">Accumulation of supply<\/h4>\n<p>The following options are available for bid aggregation:<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>Accumulation Group\n<li>Accumulation Categories\n<li>Project Accumulation\n<li>No option selected\n<\/ul>\n<h4 id=\"KdA1\"> Accumulation Group <\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-12.png\" alt=\"\" width=\"254\" height=\"180\" class=\"aligncenter size-full wp-image-714\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nOutput of the module name in the offer and its quantity.<br \/>\n<b>Sample Offer Representation:<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13-300x127.png\" alt=\"\" width=\"700\" height=\"auto\" class=\"aligncenter size-medium wp-image-717\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13-300x127.png 300w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13-1024x433.png 1024w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13-768x325.png 768w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13-1536x650.png 1536w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-13.png 1674w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<h4 id=\"KdA2\"> Accumulation Categories <\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-14.png\" alt=\"\" width=\"254\" height=\"180\" class=\"aligncenter size-full wp-image-722\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nSummary of all categories regardless of their dimensions.<br \/>\n<b>Sample Offer Representation:<\/b>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15-300x127.png\" alt=\"\" width=\"700\" height=\"auto\" class=\"aligncenter size-medium wp-image-723\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15-300x127.png 300w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15-1024x433.png 1024w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15-768x325.png 768w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15-1536x650.png 1536w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-15.png 1674w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<h4 id=\"KdA3\">Project Accumulation <\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-16.png\" alt=\"\" width=\"254\" height=\"180\" class=\"aligncenter size-full wp-image-726\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nOutput project name in the bill of materials and total price.<br \/>\n<b>Sample Offer Representation:<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17-300x127.png\" alt=\"\" width=\"700\" height=\"auto\" class=\"aligncenter size-medium wp-image-729\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17-300x127.png 300w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17-1024x433.png 1024w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17-768x325.png 768w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17-1536x650.png 1536w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-17.png 1674w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"padding-left: 40px;\">The filename is used as the project name.<\/p>\n<h4 id=\"KdA3\">Project Accumulation <\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-18.png\" alt=\"\" width=\"254\" height=\"180\" class=\"aligncenter size-full wp-image-730\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nOutput all individual items.<br \/>\n<b>Sample Offer Representation:<\/b>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19-300x127.png\" alt=\"\" width=\"700\" height=\"auto\" class=\"aligncenter size-medium wp-image-731\" srcset=\"https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19-300x127.png 300w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19-1024x433.png 1024w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19-768x325.png 768w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19-1536x650.png 1536w, https:\/\/support.visual-store.de\/wp-content\/uploads\/2023\/08\/image-19.png 1674w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"padding-left: 40px;\">\nOnce all necessary settings have been made, you can under <b>Export<\/b> with one click on<br \/>\n<b>Export: Offer<\/b> create a PDF file that takes into account all previously made selections.<\/p>\n<hr>\n<h4 id=\"AVA\"> Template selection for quote<\/h4>\n<p style=\"padding-left: 40px;\">In the register Ladenbau under Tools \u2192 Options \u2192 Company, under<br \/>\nTemplate Offer, Price List following options to choose from.<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>Schema1.xml\n<li>Schema1_ENG.xml\n<li>Schema2.xml\n<li>Schema2_ENG.xml\n<li>Schema3.xml\n<li>Schema3_ENG.xml\n<\/ul>\n<h4 id=\"AVA1\">No template selected<\/h4>\n<p style=\"padding-left: 40px;\">Standard Offer Edition<br \/>\nOutput:<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>POS (Position)\n<li>Article\n<li>Description\n<li>Color\n<li>Amount\n<li>Price\n<li>Discount\n<li>Total Amount\n<\/ul>\n<h4 id=\"AVA2\">Schema1.xml \/ Schema1_ENG.xml<\/h4>\n<p style=\"padding-left: 40px;\">Output of:<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>Article\n<li>Description\n<li>Amount\n<li>ME (Measuring Unit)\n<li>Price\n<li>Total Amount\n<\/ul>\n<h4 id=\"AVA3\">Schema2.xml \/ Schema2_ENG.xml<\/h4>\n<p style=\"padding-left: 40px;\">Output of:<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>Article\n<li>Amount\n<li>Price\n<li>Total Amount\n<\/ul>\n<h4 id=\"AVA4\">Schema3.xml \/ Schema3_ENG.xml<\/h4>\n<p style=\"padding-left: 40px;\">Output of:<\/p>\n<ul style=\"padding-left: 79px;\">\n<li>manufacturer\n<li>Article\n<li>Description\n<li>Color\n<li>Amount\n<li>ME (Measuring Unit)\n<li>Price\n<li>Total Amount\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Erstellen von Angeboten &nbsp; \u00dcbersicht \u00dcbersicht Hinterlegen der eigenen Firmenanschrift Hinterlegen der Kundenanschrift Einstellungsoptionen f\u00fcr Angebot Kundenanschrift anzeigen Artikel nicht anzeigen Artikelpreise anzeigen Gruppenpreise anzeigen Ausgabe Einzelartikel bei Gruppen Kumulierung des Angebots Kumulierung Gruppe Kumulierung Kategorien Kumulierung Projekt keine Option &hellip; <a class=\"kt-excerpt-readmore more-link\" href=\"https:\/\/support.visual-store.de\/en\/erstellen-von-angeboten\/\">Read More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-693","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Erstellen von Angeboten \u00dcbersicht \u00dcbersicht Hinterlegen der eigenen Firmenanschrift Hinterlegen der Kundenanschrift Einstellungsoptionen f\u00fcr Angebot Kundenanschrift anzeigen Artikel nicht anzeigen Artikelpreise anzeigen Gruppenpreise anzeigen Ausgabe Einzelartikel bei Gruppen Kumulierung des Angebots Kumulierung Gruppe Kumulierung Kategorien Kumulierung Projekt keine Option gew\u00e4hlt: Auswahl einer Vorlage f\u00fcr Angebot Keine Vorlage ausgew\u00e4hlt Schema1.xml \/ Schema1_ENG.xml Schema2.xml \/ Schema2_ENG.xml\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<link 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