Quote

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Quote

 

 

 

Next number

Here you can see the number that will be used to create the next quote.

Length of the quotation number

Specify here how many digits your quote number should have. If you always want to assign 4-digit quote numbers, enter 4 here.

Prefix

Set a prefix for your quote number. This can consist of numbers and letters.

Template

You can edit all fields of the template in the report generator. Please note that the template generator is an external program called FastReport. We cannot offer support for this product.

Customize quote template

Yes, you can customize the quote template in Xpert-Timer. With this report, you can influence all areas of the printout. Be careful not to change the SQL commands, as this will prevent your template from working. To be on the safe side, make a backup copy of the working template before making any changes.

The best way to design the template is to create three test quote items in the "Quotes" tab of the invoice. Save the quote and then click on "Edit template." This will populate your template with data, allowing you to test the appearance much more effectively.

If you change column information, make sure that all 3 rows are changed accordingly so that the data is still displayed correctly.

You can change the labels by double-clicking on them.

Press F9 to display the preview and make any further adjustments.

Each time you click on an object in the template, you will see the properties for that object on the left-hand side. You can also customize these properties.

The data itself, i.e., the SQL commands and data bands, should be left as they are. If you delete a field, e.g., sqlinvoice."discountpercentage" (discount), you will receive an error message because this field is still referenced in the "Code" tab. It is better to set the fields you do not need to "Visible" -> False. This will hide this area. Remember to set the corresponding area to "Visible" -> False in all three lines so that the layout is correct when the invoice is printed.

Save the template as XT_QUOTE_* so that it appears in your quote templates.

 

The same applies here:

Save your template with a unique name to prevent an update from overwriting your template. If your template has been accidentally overwritten, you will find a backup in the program directory -> Backup -> Reports.