Goods Out Template

Overview

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

Access Right

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

How to access Setup of Goods Out Template

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

Detail Illustration of Goods Out Template

The Goods Out Template has two sections. They are

The Toolbar.

The Design Area.

Toolbar

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

Select Edit option, to design the Goods Out 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 Out.

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

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

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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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