Goods In Template

Overview

Surf Accounts provides dynamic interface to help you design Goods In Templates for your business to be used for generating printed Goods In outputs or in PDF format. Once designed, you are ready to email these PDF as attachment to the respective customer. This will be exclusively used for Stock Control module.

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Access Right

Before you access the Good In Template please make sure you have the access right. To access the Good In Template select Settings» Business Settings » Select the business email id . A permission pop up will appear on the screen, select the check box as shown below.

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How to Access setup of Goods In Template

From the template section of Surf Accounts you can generate Goods In template. To access the Goods In templates select Settings »Templates» Goods In Template the following screen will appear.

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Detail Illustration of Goods In Template

 

The Goods In Template has two sections. They are

●The Toolbar

●The Design Area.

Toolbar

Goods In Template toolbar contains Edit, Preview and Save as PDF.

Select Edit option, to design the Goods In template according to your business need. For example edit will allow you to use your choice of font style and size. You can select paper size and set margins to it. You can select the fields that will appear within the Goods In.

To preview and download the template as PDF select Preview and Download as PDF. By selecting the Save as PDF two options will appear. If you wish to view the template in the browser or you can save in your local computer as PDF file. The following screen will appear.

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The browser view of the Goods In template appears as follows.

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General Settings

General settings of the Goods In template will provide the generic   information about the templates. For e.g. Document Title, Paper size,   Measurement selection, Top Margin, Bottom Margin and the Right Margin.

Font Settings

Font settings of the template will provide the generic information   about the type and size of the fonts of the Goods In template. For e.g.   Header Font, Header Font Size, Body Font, Body Font Size, Term font, Term   Font Size; Footer and Footer Font Size.

Show columns

Show columns will show the details of the columns in the Goods In   template. For e.g. Business Details; Processed by, Goods In No., Ref No. ,   Notes, Printed On, Terms and Condition, Supplier Name, Product Code,   Quantity, Product Image, optional Footer and Supplier phone.  

Logo Upload

In the template you can upload the logo from your local computer.   The maximum size of the logo is 450 pixel * 160 pixel. To upload the logo,   select the choose file option and click on “upload” to upload the logo.

 

Design your Goods In Template

Surf Accounts allows you to design your Goods In template with business logo, font styles, header, footer and selective values of transaction according to your business requirements. To edit the template through Surf Accounts select the “Edit” option from the browse; the following options will appear.

Document Title

The document title displays “Delivery Docket” as the default   prefix to be used for generating Goods In. For e.g: To Change the prefix “Delivery   Docket” with your desired name, type the name here. For example Delivery   Docket 1234 will have a template Document Title “Delivery Docket”.

Rename Ref no.

Enter a label for the Ref. No field to print in the Goods In . For   example: to print Ref. No. 14/2014 for OIN 1234 as Ref. 14/2014 as in the   print out, type Ref here. You can add a maximum of 10 characters here. Please   note that to print the Ref no in the template, select “Show Reference number”   from the “Show Columns”.  

Paper Size

By default the paper size will be A4. If you wish to change it   from A4 to “letter” use the dropdown.

Measurement Style

Select the metric of the measurement here. Default selection is in   centimeters. You can select between inches or centimeters.

Top Margin

Default Top margin is set to 1.50 cm. However if you want to   reduce or increase it you can change it from the Top Margin of the template   to accommodate more/ less field.

Bottom Margin

Default bottom margin is set to 1.50 cm. However if you want to   reduce or increase it you can change it from the Bottom Margin of the   template to accommodate more/ less field.

Left Margin

Default left margin is set to 1.20 cm. However if you want to   reduce or increase it you can change it from the Left Margin of the template   to accommodate more/ less field.

Right Margin

Default right margin is set to 1.20 cm. However if you want to   reduce or increase it you can change it from the Right Margin of the template   to accommodate more/ less field.

Header Font

Header contains the Business address, Delivery Address, Customer   Address and other fixed information. Default font is set to “Calibri”. You   can change it from the drop down.

Header Font Size

Type the header font size here. The default font size is 18px.

Body Font

Type the font style to print the body of the Goods In. The invoice   body prints the columns selected from the section ‘Show Columns’. The default   is set to ‘Calibri’. If you wish to change the font select the drop down   menu.

Body Font Size

Type the font size of the body. Default is set to 16 pixels.

Terms Font

You may select a different font to print the Terms and Condition   of your business in the Goods In. Default font is ‘Calibri’.

Terms Font Size

You may select a different font size to print the Terms and   Conditions of your business in the Goods In. Default font size is set to 14   pixel.

Footer Font

The Goods In footer displays ‘optional footer’ if any, designed in   the template. To add an optional footer, type a suitable text in Edit»   Optional Footer. Select from the drop down the font style of the footer of   the template. Default font is set to ‘Calibri’. 

Footer Font Size

Select from the drop down the font size of the footer of the   template. Default is set to 14 pixel.

Show Optional Terms & Conditions

Surf Accounts provides standard note as Optional Terms &   Condition to be used within the Goods In template. To print the same, select   the check box. You can customise the terms and condition as per the business   requirement. 

Logo position

Surf Accounts allows you to print the business logo within any   transaction template. After uploading the logo select the logo position. The   logo can be either left or right hand side of the template along with the   document title.

Show business details

Select the business details to print the details of the Business   address in the template header. 

Show Processed By

Select the check box, to print the name of the user. If there is more   than one user select the name of user responsible for the orders in.

Show Goods In No.

Select the check box, to print the ‘Goods In’ number.

Show Ref No.

Select the check box to print the reference number within the   template.

Show Notes

Select the check box, to print notes if any.

Show Printed On

Select the check box, to print ‘Show Printed On’.

Show Supplier Name

Select the check box, to print ‘Show Supplier Name’.

Show Product Code Column

Select the check box, to print ‘Product Code’.

Show Quantity Column

Select the check box, to print ‘Quantity’ of the product.

Show Product Image

Select the check box, to print show product image. Note, you may   upload the product image from Settings» look ups »Product   List select record to update product.

Show Supplier Phone

Select the check box, to print “Show Supplier Phone”. 

Preview of Goods In Template

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