More features and tips
Download PDF
If you also want to download a PDF for a document, you can easily do so from the document view. To do this, click on the printer icon in the upper right corner.
In the next window, you can choose whether to hide features and attachments. We recommend that you keep the default settings (hide features).
Depending on the browser, the PDF will either open in a new tab or be downloaded directly.
Tips for processing documents
Deleting line-items
You can delete line-items by clicking on the x icon on the left side.
Duplicate line-items
To make it easier to create new line-items, you can duplicate a line-item. To do this, click on the circle icon on the left side.
Then another line-item opens, where the item number is incremented.
Cancel line-items
If you cannot/do not want to deliver a particular article, you can cancel the line-item. We recommend that you use the function of the portal. To do this, click on the / icon.
Deleting a position because you do not want it to be confirmed is not recommended. This is because the customer does not know why one position has not been confirmed and is therefore still waiting for confirmation for that position. Clicking on the / symbol sets the confirmed quantity to zero, so the customer knows that this line-item was cancelled.
Copy a delivery date to all line-items
If you only want to change the delivery date in an order confirmation, you can apply the new date to all lines. Just change the date in the first line-item and then click on the circles-icon to the right of the delivery date. The date is transferred to all other line-items.
Add surcharges and discounts
You can add a discount or surcharge by clicking on “Add surcharge or discount” (just below the price). Enter a description, type, and percentage.
Add payment terms
By clicking on “Add Condition” you can do just this. Please note that you should have discussed this with your customer in advance. Here you must specify the description, the number of days and the percentage.
Saving drafts
If you have already started editing an OC but do not want to send the OC yet, you can save it as a draft. To do this, click “Save” in the upper right corner.
The message that the document has been saved successfully appears. You can now find it in your folders under “Draft” and can edit it at any time.
Cancel drafts
If you want to cancel a draft, you can do this via the “Cancel” button at the top right.
