In the sales process, you often use the same standard texts such as 'Thank you for this order'. You record these texts as text articles that you can use in the purchase and sales process.
You can print texts on project invoices, drafts and on purchase and sales documents. Linked texts can also be displayed on master data overviews.
You use texts in the following parts of Profit:
- Purchasing: a text can be added to a basic purchase order, a purchase order and/or a goods receipt.
- Sales: a text can be added to a quotation, a basic sales order, a sales order and/or a packing slip.
- Projects: a text can be added to a project invoice.
- Drafts: a text can be added to a draft. A draft can also be compressed based on the text code. Texts linked to the master data can also be displayed on master data overviews. If you use drafts then when you invoice 'based on cost plus', it is possible to compress the lines from the actual costing for the projects per text code: multiple lines are printed as one total line per text code on the drafts and the project invoices that are generated from the drafts.
First you create a text after which you specify which master data it can be used with in the text properties.
- Add a text
You can print texts on project invoices, drafts and purchase and sales documents. Texts linked to the master data can also be displayed on overviews.
- Allow a text
For each text, you specify where the text is allowed. This way you prevent texts from being used incorrectly.