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Configuring your stationery

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Table of Contents 

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. You can also use variables in the letterhead by using the free text.

Administration > Settings > System > Basic settings > Letterhead or Super Search Basic settings

Deposit letterhead

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. 

These are:

  • 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.

  1. Logo
  2. Sender
  3. Recipient
  4. Infobox
  5. Subject
  6. Text template before the product table (see extra post text templates)
  7. Product table
  8. Text template after the product table (see extra post text templates)
  9. Barcode
  10. Page count
  11. Footer

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

If you would like to use different stationery in each business area, you can implement this with projects. These are covered in more depth in the Projects article.

 

Click here for Step 3 - Text Templates

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