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How do I place manual text on documents?

Overview

In metasfresh, you can add your own text to your supporting documents, thereby modifying them to meet the needs and requirements of your business.

For instance, you can put a description at the top of a quotation and leave a note for your customer at the bottom or you can add a text describing the ordered product in more detail.

You can record these texts in metasfresh in a number of different ways. Upon document creation, the texts will then be automatically placed in the spaces provided on the supporting document.

The following figure of a quotation highlights the modifiable text passages and points out the menu items where they can be edited in metasfresh:

Modifiable document texts with their respective menu items


Initial Setup Wizard

Click here, if you want to edit these text passages with the initial setup wizard.


Document type

Add a text at the top and the bottom of a document

Click here, if you want to add a text at the top and bottom of a document.


Product

Partner-specific product management

Click here, if you want to record partner-specific product names and numbers that will appear on the documents of the respective business partners instead of the names and numbers you use for internal product management purposes.

Add a general product description

Click here, if you want to add a general product description that will appear on all documents.

Add an order line-specific product description

Click here, if you want to add a product description that will appear on the respective order confirmation only.


Invoices

Invoice-specific document texts

Click here, if you want to record invoice-specific document texts that will appear on the respective invoice document only.


Purchase Order Confirmation

Change the place of unloading

Click here, if you want to change the address of the unloading location for incoming goods on the purchase order confirmation.


Zur Quelldatei auf github.com