Add Texts to Documents
This chapter describes how to add texts to documents in TRASER DMS 365. You can add texts to the following document types:
| Sales | Purchasing | Service |
|---|---|---|
| Sales Credit Memos | Purchase Credit Memos | Service Credit Memos |
| Sales Invoices | Purchase 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.
- Copy the text from a word file and paste it into the text editor box. Alternatively, you can add texts manually.
- After entering the text, click on Add Lines.
- The text is added to the Lines FastTab 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.