The Receipts Info boxes offer additional options for customizing the letterhead. You can display specific fields if the default options don't meet your requirements. You can also enable special fields per document type and, if necessary, additionally per sales channel (project), such as the editor's email, editor's phone number, credit note number, offer number, and much more. The Receipts Info Boxes replace Xentral's standard Info Box and offer selected content for various document types.
Follow these steps to create a new Info Box:
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Navigate to Administration > System > Basic Settings > Tab Receipts Info boxes.
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Click on New Entry.
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Make the following selections:
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Document* → Choose the document for which you want to create a new Info Box. The following document types with specific fields per type are available: Offer, Sales Order, Invoice, Credit Note, Delivery Note, Purchase Order, Return.
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Project → Select a project if you want to limit the Info Box to a specific sales channel. If you leave the project field empty, the Info Box will be displayed for all documents of the selected document type.
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Alignment → Decide whether the text should be left-aligned, right-aligned, or centered (L = Left-aligned | C = Centered | R = Right-aligned). LL = Label and content left-aligned, LR = Label left-aligned and content right-aligned, CC = Label and content centered. The Standard option uses the system-wide settings you have already made in the letterhead for the Info Box.
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Format → Choose between normal, bold, italic, bold and italic for the font.
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Set the Info Box to Active to display it in newly created documents. You can deactivate entries later without having to delete them by simply removing the Active field.
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From the right box, select an element such as Editor, Date, Email from receipt, Project, Telephone from Receipt, etc. Add this element by clicking the arrow button to the left Elements box.
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Repeat step 5 for all the elements you want to add.
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Click Save. The entry will be added to the Receipts Info Boxes overview table.
Note
The order in the Elements textbox also determines the order in which these elements appear on your document. You can delete elements by clicking in the Elements textbox, deleting the respective line, and then clicking Save to save the changes.
Warning
Do not add variables by typing them into the Elements textbox. Custom text and variables will not be displayed on the documents.
Note
Create a new document in draft mode in Xentral to use the preview feature. Here, you can see what your Info Box looks like and verify if the project settings are correct.
If information is missing in the document for an element, such as the customer order number (= Order Number), this line, including the label of the field, will be completely hidden.
You can translate the labels of the elements in the Infobox by clicking on the Globe icon.
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Navigate to Administration > System > Basic Settings > Tab Receipts Info Boxes.
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Click on Edit next to an entry.
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Click on the Globe icon.
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First, select the Language you initially created the Infobox in (e.g., German).
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Set the Info Box translation for this language to active.
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Click on Save. The language will be listed in the Info Box overview as an “additional” language (e.g., “DE” for German).
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Click on the Globe icon again to now add the desired language for the translation.
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Now, select the Language you want to add for the translation.
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Translate the labels of the elements by clicking in the Elements textbox and changing the labels (e.g., "Bearbeiter" to "Service"). The variable names in curly braces must not be altered.
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Click on Save. The language will be listed alongside your original language as an additional language.
Warning
Make sure not to alter the variable names in curly braces during the translation, as this would prevent the desired content from being loaded.