General Settings |
General settings of the Goods Out 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 Out 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 Out template. For e.g. Business Details; Delivery Address; Due Date; Credit Terms; Payment Terms etc. |
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 Out Template
Surf Accounts allows you to design your quotation 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 “Dispatch Note” as the default prefix to be used for generating Goods Out. For e.g: To Change the prefix “Dispatch Note” with your desired name, type the name here. For example Dispatch Note 1234 will have a template Document Title “Dispatch Note”. |
Rename Ref No. |
Enter a label for the Ref. No field to print in the Order 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 Selection |
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 Out. The order 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 pixel. |
Terms Font |
You may select a different font to print the Terms and Condition of your business in the Goods Out. 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 Out. Default font size is set to 14 pixel. |
Footer Font |
The Goods Out 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 Out 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 this check box, to print the delivery address in the template header. |
Show Order Out Number |
To print the due date in the order template, select “Show Due Date” check box. |
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 VAT. |
Show Customer Name |
Select the check box, to print ‘Show Customer 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 Printed On |
Select the check box, to print ‘Show Printed On’. |
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 Customer Phone |
Select the check box, to print “Show Customer Phone”. |
Preview of Goods Out Template
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