Note
All translations are machine-generated. Please let us know if there is anything you don't understand.
Create order confirmations
Proceed as follows to create an order confirmation:
- Click on Machines in the navigation bar.
- Select the All machines option from the menu.
- The All machines list is displayed.
- Select the machine from the list for which you want to create an order confirmation.
- The machine card is opened.
- Click on Print > Machine order confirmation in the action bar on the machine card.
- The Assistant for the machine order confirmation is displayed.
Note
The name of the fields Filter field shown in the screenshot depends on your configuration and setup, i.e. it is possible that this field is labeled differently in your individual software.
Field | Description |
---|---|
Language code | Select the language in which the offer is to be created. |
Template | Select which stationery is to be used. |
CONTACT | |
Contact no. | Select the number of the contact to be listed on the machine order from the drop-down list. The external ID is printed by default. If the External ID field on the contact card is empty, the MPO contact number is printed instead. |
Print contact no. | Select whether the contact number should be printed or not. |
Alternative seller code | Here you can specify which seller sold the machine. |
Print VAT ID no. | Activate this option if the sales tax identification number is to be stated on the machine order. |
MACHINE | |
Print all machine images | Activate this option if all machine images are to be printed on the machine order. |
Print marketplace images only | Activate this option if only the stock exchange images are to be printed on the machine order. |
Print equipment | Activate this option if the equipment attributes of the machine are to be listed on the machine order. |
Print serial number | Activate this option if the serial number of the machine is to be listed on the machine order. |
Print VAT | Activate this option if the VAT is to be stated on the delivery bill. |
Alternative terms of payment | You can enter payment terms individually agreed with your customer in this text field. |
Supplementary note | You can enter additional information/notes in this text field. |
Alternative invoice price (net) | You can enter an alternative invoice price here. |
TEXT | |
Print pretext | Activate this option to print a pre-text in the document. |
Print after text | Activate this option to print a follow-up text in the document. |
PRINT FILTER FIELDS | |
Print filter field 1 | Activate this option to print the information contained on the machine card in the Filter field 1 field on the machine order. |
Print filter field 2 | Activate this option to print the information contained on the machine card in the Filter field 2 field on the machine order. |
Print filter field 3 | Activate this option to print the information contained on the machine card in the filter field 3 on the machine order. |
Print filter field 4 | Activate this option to print the information contained on the machine card in the filter field 4 on the machine order. |
TARGET COUNTRY | |
EU payment info template | Activate this option to print the report template text for EU countries from the report setup. |
Third country payment information template | Activate this option to print the report template text for third countries from the report setup. |
The following buttons are available at the bottom of the wizard:
Button | Description |
---|---|
Send to... | Click on this button to export the machine order confirmation as a PDF, Word or Excel document. |
Click on this button to print the machine order confirmation as a PDF document. | |
Preview & close | Click on this button to display a preview of the machine job to be printed. |
Cancel | Click on this button to cancel the process and return to the machine card. |
- Select one of the options.
You have created a machine order confirmation.