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Sections on this page
•Creating an Article List •Copying an Article List •Printing the shopping basket •Example of form •Exporting an Article List Creating an Article List
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An Article List is created by means of the corresponding button on the Configurator tab in the Configurator group (see screenshot on left). After the click on the button you can choose whether all articles of the design should appear in the list or only the current selection of articles (lower screenshot). You can also decide whether to group similar articles.
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When the OK button is clicked, the Article List will open as seen in the next screenshot.
Copying an Article List
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The Copy article list button shown in the screenshot on the left allows you to copy the Article List so that you can insert it in the pCon.basket and edit it there.
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Printing the shopping basket
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When the Article List has been created it can be printed. The buttons in the upper left area of the Article List window are available for this (see screenshot on left).
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The settings for the print form are described below. The Calculation and Customer details described in the Document Properties will directly affect the creation of the form.
After you have clicked the button for creating a print form, the window shown in the next illustration will open.
In the Form settings tab there are various options for individual adaptation of the form for printout. There are several templates (shown in the Form type field) but you can also decide for yourself the elements to be contained in your form.
The Text tab enables Front text and End text (such as Terms and Conditions of Business or license texts) to be typed in or other files which are required for your form to be loaded. Clicking on the OK button closes the dialog. Now by clicking the relevant button you can either print the form or export it as a file.
Example of form
Here is a sample form with the individual elements numbered and marked out in red. The numbers appear again in the table below, explaining the elements of the form.
As an aid to understanding, only one of the chairs used in the design which the form illustrates has been used.
01
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Dealer address (long)
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This address can be edited in the settings for the printed form, on the left-hand side of the page (Dealer address, category Print).
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02
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Dealer address (short)
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This address can be edited in the settings for the printed form, on the left-hand side of the page (Dealer address, category Print).
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03
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Customer name
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This can be selected as an option in the settings for the printed form (Form settings tab).
It can be edited in the Document properties (Customer tab).
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04
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Form title
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This can be selected as an option in the settings for the printed form (Form settings tab).
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05
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Name and Phone
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These can be edited in Contact among the Document properties (Customer tab).
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06
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Customer number
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This can be edited in the Document properties (Customer tab).
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07
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Project number/Project name
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These can be edited in Title and Subject among the Document Properties (Summary tab).
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08
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Front text
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This can be selected as an option in the settings for the print form (Texts tab).
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09
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Single price (position)
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This can be selected as an option in the settings for the print form (Form settings tab).
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10
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Total price (position)
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This can be selected as an option in the settings for the print form (Form settings tab).
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11
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Default image position
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This can be selected as an option in the settings for the print form (Form settings tab).
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12
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Article codes
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This can be selected as an option in the settings for the print form (Form settings tab).
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13
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Short text
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This can be selected as an option in the settings for the print form (Form settings tab).
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14
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Long text
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This can be selected as an option in the settings for the print form (Form settings tab).
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15
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Variant text
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This can be selected as an option in the settings for the print form (Form settings tab).
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16
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Features
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This can be selected as an option in the settings for the print form (Form settings tab).
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17
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Discount
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This can be selected as an option in the settings for the print form (Form settings tab).
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18
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Total price
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This can be selected as an option in the settings for the print form (Form settings tab).
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19
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End text
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This can be selected as an option in the settings for the print form (Texts tab).
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Exporting an Article List
On the left hand side of the page in the Settings dialog, the configuration options for the different export formats applicable to the Article List are to be found. Clicking on the OK button closes the dialog. The form is exported, for instance as a PDF, via the Article List window (see next screenshot).
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