Table of Contents
- Deposit stationery
- Structure for setting up the stationery
- Different stationery per business unit
You have extensive options in xentral to create your own letterhead to design. You can create your own PDF background with logo and footer, set various spacing and positioning of elements on documents.
Administration > Settings > System > Basic settings > Letterhead or Super Search Basic settings
To create a stationery, you create a document with logo and footer in Word or a similar program and export it as a PDF.
Structure for setting up the stationery
To set up your stationery properly from the beginning, you need some settings.
- A customer address in the master data
- 1 - 2 items to insert in the item table
You create a draft document for this customer, for example, a quote. By the way, you can delete a draft at any time.
You open the letterhead settings in one browser tab and the draft document in the other tab.
If you have made and saved a setting, you can briefly switch between the Positions and Preview sub-tabs, to review the changes on the document and adjust them further if necessary:
Elements on the stationery
Many elements on the stationery can be customized:
Note: The stationery is by default already completely set and can in most cases be taken over unchanged.
In addition, the following options are a listing of all the optional setting options for the individual elements, if something should be adapted nevertheless.
- Text template before the product table (see extra post text templates)
- Product table
- Text template after the product table (see extra post text templates)
- Page count
Font and font size
You can find a guide to your own font here.
For font size, there is a font size field in the settings for many elements.
Different stationery per business unit
Click here for Step 3 - Text Templates