You can use the layout templates for serial letters, printouts or as a basis for the certificate generator.
As a starting point for a layout template, it is recommended to use a previously created Office file (e.g. Word, Open Office Writer), which is exported as a PDF. On PDF, dynamic variables from xentral, such as address data, can be loaded.
With a click on the +NEW button, you can create a new layout template. Under Background you can upload the PDF created in Office.
Click Save to save the template. After that you can edit under Positions/Elements you can add texts, images and other elements dynamically with variables. To do this, select at least a description, the type, the positions of the element and the content.
Note
The desired position of the element can also be measured on the paper to save yourself time. Under Preview you can examine the arrangement of the elements. Here it would be the address block in curly Brackets (variables) under the address.
For example, to add a cover sheet to a quote, you need to use the Layout Templates and Layout Templates Attachment modules.
You can upload your cover sheet using the Layout Templates module (Search bar > Layout Templates):
Then you can add elements, such as the name, under Positions/Elements in the created template. Then you can set the position of the name (via variables):
Then you need to go to the Attachment L*ayout Templates* module (Search Bar > Attachment Layout Templates) and assign the created layout to the offer there:
If then in the corresponding project (Master data > Projects > *Your project > Settings > Logistics/Shipping*) then the "PDF attachment" is activated, the cover sheet will be printed every time. When sending by e-mail, the cover sheet is attached as an additional PDF file:
If you create particularly large/complicated layout templates, it may make sense to save them in order to exchange or reuse them as desired. To do this, simply click on the download icon in the overview.
A list of all the variables that you can currently use in the layout templates can use:
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{NAME}
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{STREET}
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{PLZ}
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{TOWN}
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{ADDRESS}
More variables are available in the Layout Templates appendix app.
The following variables can be used as elements for serial letters:
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{TITLE}: Title of the address
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{NAME}: Name of the address
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{DIVISION}: Department of the address
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{contact person}: Contact person of the address
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{STREET}: Street of the address
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{ADDRESS ADDITION}: Address suffix of the address
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{PLZ}: ZIP code of the address
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{LOCATION}: City of the address
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{Country}: Country of the address
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{PHONE}: Phone number of the address
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{TELEFAX}: Fax of the address
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{MOBILE}: Mobile number of the address
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{EMAIL}: E-mail address of the address
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{USTID}: VAT ID of the address
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{CUSTOMER NUMBER}: Customer number of the address
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{SUPPLIER NUMBER}: supplier number of the address
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{BANK}: Bank name of the address
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{INHOLDER}: Account holder of the address
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{IBAN}: IBAN of the address
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{BIC}: BIC of the address
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{CURRENCY}: Currency of the address
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{ADDRESS}: Salutation of the address
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{FREEFIELD1}: Free field1 of the address, the number 1 can be replaced with the numbers from 1 to 20 can be replaced
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{DATE_TODAY}: Today’s date in the format dd.mm.yyyy
It is also possible to create a wide variety of cards using the layout template. Such as a birthday card, here you can upload a background. But you can also use a printing company printing paper for various cards. These layout templates can be saved and used to print serial letters.
You can get to the serial letters via App Center → Serial letters
Here it is possible via the filter button e.g. to filter according to the birthday of certain persons (Birthday must be created in the addresses). After that, birthday cards can be conveniently printed for these selected people (or even other cards).
You can also create a visit report using the layout templates. You can do this in Addresses > Edit > Correspondence > Appointments with the click of a button and print it for the customer. In the layout templates, you create a template with the category visit report.
After that, a Visit report button will appear under an existing appointment in the address.
After clicking on it, the visit report will be printed with the variables created in the layout template to the customer.
Address: All possible fields from the customer address (table address), e.g:
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{ADDRESS_NAME}
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{ADDRESS_ADDRESS_ARTNER}
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{ADDRESS_STREET}
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{ADDRESS_LOCATION}
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{ADDRESS_PLACE}
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{ADDRESS_PHONE}{ADDRESS_MOBILE}
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{ADDRESS_EMAIL}
Calendar: All possible fields from a calendar entry (table calendar_event), e.g:
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{DATE}
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{DATEBIS}
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{TIME}
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{TIME}
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{DESCRIPTION}
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{DESCRIPTION}
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{EMPLOYEE}