Program help

Article List (pCon.planner PRO)

Creating an Article List

Copying an Article List

Printing the Shopping Basket

Example of Form

Representation of Set Articles in the Article List

Exporting an Article List

Creating an Article List

An Article List is created by means of the corresponding button on the Toolbar  or alternatively on the Articles tab. 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 and whether to hide empty folders.

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When the OK button is clicked, the Article List will open as seen in the next screenshot.

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Copying an Article List

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The Copy article list button on the Start tab, Clipboard group under the Copy entry allows you to copy the Article List so that you can insert it in the pCon.basket and edit it there.

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).

The settings for the print form are described below. The Calculation and Address details described in the Document Properties will directly affect the creation of the form.

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After you have clicked the button for creating a print form, the window shown in the next illustration will open.

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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.

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01

Dealer address (long)

This address can be edited in the settings for the printed form, on the left-hand side of the page (Dealer address, category Print).

02

Dealer address (short)

This address can be edited in the settings for the printed form, on the left-hand side of the page (Dealer address, category Print).

03

Customer name

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).

04

Form title

This can be selected as an option in the settings for the printed form (Form settings tab).

05

Name and Phone

These can be edited in Contact among the Document Properties (Customer tab).

06

Customer number

This can be edited in the Document Properties (Customer tab).

07

Project number/Project name

These can be edited in Title and Subject among the Document Properties (Summary tab).

08

Front text

This can be selected as an option in the settings for the print form (Texts tab).

09

Single price (position)

This can be selected as an option in the settings for the print form (Form settings tab).

10

Total price (position)

This can be selected as an option in the settings for the print form (Form settings tab).

11

Default image position

This can be selected as an option in the settings for the print form (Form settings tab).

If images of articles have been created using the Snapshot Tool they will be employed in the Article List.

12

Article codes

This can be selected as an option in the settings for the print form (Form settings tab).

13

Short text

This can be selected as an option in the settings for the print form (Form settings tab).

14

Long text

This can be selected as an option in the settings for the print form (Form settings tab).

15

Variant text

This can be selected as an option in the settings for the print form (Form settings tab).

16

Features

This can be selected as an option in the settings for the print form (Form settings tab).

17

Discount

This can be selected as an option in the settings for the print form (Form settings tab).

18

Total price

This can be selected as an option in the settings for the print form (Form settings tab).

19

End text

This can be selected as an option in the settings for the print form (Texts tab).

Representation of Set Articles in the Article List

The context menu in the Folder Manager offers the option Show Content to enable the representation of sets in the Article List and in the offer form to be controlled.

If this option has been enabled, the articles assigned to the set will be displayed as a drop-down box. If it has not been enabled, the articles will be hidden and the set will be displayed on the Article List and the form in reduced mode.

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The two following screenshots will make it clear how this affects the way sets are displayed: The upper shot is of an open set on the price quotation form and the lower one shows an unopened set.

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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 via the Article List window (see next screenshot).

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