Add Texts to Documents
This chapter describes how to add texts to documents. You can copy a text from a word document and add it to the document or enter the text manually using the add texts functionality. The text will be printed on the document.
You can add texts to the following document types:
Sales | Purchasing | Service |
---|---|---|
Sales Credit Memos | Purch Credit Memos | Service Credit Memos |
Sales Invoices | Purch Invoices | Service Invoices |
Sales Quotes | Purchase Quotes | Service Quotes |
Sales Orders | Purchase Orders | Service Orders |
Forecasts | Purchase Return Orders | Service Worksheets |
Trade-Ins | - | - |
The following section describes how to add texts to a service quote.
Before you can add texts to a service quote, you have to open a service quote and add at least one line to the Lines tab.
Proceed as follows to add a text to a service quote:
- Navigate to the Lines tab.
- Click Functions > Add Text Lines in the menu bar.
Note
If the menu item is not displayed, click on More Options on the menu bar.
- The text editor will appear.
- Copy the text from a word file and paste it into the box. Alternatively, you can add texts manually. For example, press ALT+0149 on the numeric keypad to enter a new sentence.
- After entering the text, click the Add Lines button.
- The text is added to the Lines tab and will be printed when you create the document. Every text line you have added via the text editor will be printed as a new line on the document.