Templates

Configuring the appearance

In this section, it is possible to set up the template margins, as well the image to be used as the logo on the document, the size and the position. It is possible to load a new image or select the checkbox Use company logo, if a logo has been defined on the company file, in Setup | General | Companies.

Note: The maximum dimensions for the logo are 640px of width and 480px of height. The image loaded must not exceed 5 MB.

Configuring the header

In this tab, it is possible to customize the document header, namely, the margins, size, color and font.

Configuring the details

Here, you can define the setting for the document body. The upper margin, size, color, font and text alignment can also be defined.

Configuring the footer

In this tab, you can define the texts to be presented on the first and second footer rows, as well as it alignment.

Please note that you can use the footer to give payment instructions to your customers, for example, your company's IBAN number.

Configuring the page footer

In this tab, you can select an image to insert on the page footer, as well as define the image alignment on the document.

Step 1: Creating a template

1. Access Setup | System | Email Templates;
2. Click Create or select an existent template;
3. Fill in the mandatory fields;
   Note: If you selected an existent template, you must edit the desired information;
4. If you wish to specify additional remarks, specify them on the area Notification Body;
5. Click Save and New.

After creating the templates for the documents necessary, you must associate them to the existent contacts.

Step 2: Associating templates to the contacts

1. Access Setup | System | Notifications;
2. Click Create or select an already existent notification;
3. Fill in the field Notification;
4. Select the previously created email on the column "Email Template";
   Note: If you wish to apply this email as default, you must select the corresponding checkbox on the column "Default";
5. Click Save and New.

This data will be used to create and/or edit each contact in Setup | Contacts and Entities | Contacts.

Step 1: Setting up the sequence for the entity code

1. Access Setup | System | Sequences;
2. Click Create;
3. Fill in the mandatory fields with the following information:
   - Sequence: Clientessalfanum;
   - Entity: PARTIES.BUSINESSCORE;
   - Description: Sequence by entity code;
   - Entity attribute: PARTIES.BUSINESSCORE.PARTYKEY;
4. Select the checkbox Default;
5. In the area Segments, click +;
6. On the field Segment type, select the option Sequential Number;
7. On the field Lower Number, specify the number you wish to start the sequence with, for example 0007;
8. On the field Fixed Digits, specify how many digits form the sequence (for example, if you specify 4 digits, codes from 0001 to 9999 will be generated);
9. Finally, click Save.

Step 2: Checking the effect of a sequence on the entity code

1. Access Customers and Items | Sales Items;
2. Click Create;
3. On the field Entity, the desired sequence will be presented.

Please note that if you consider a sequence as 0001, the number of customers will have the limit of 9999.

Step 1: Setting up the free/alphanumeric code for entities

1. Access Setup | System | Sequences;
2. Click Create;
3. Fill in the mandatory fields with the following information:
   - Sequence: Clientessalfanum;
   - Entity: PARTIES.BUSINESSCORE;
   - Description: Alphanumeric customers;
   - Entity Attribute: PARTIES.BUSINESSCORE.PARTYKEY.
4. Select the checkbox Is Default;
5. On the area Segments, clique em +;
6. On the field Segment Type, select the option Text;
   Note: The field Constant Text is automatically filled in, as well as the field Length that is automatically filled in with the value 20;
7. Finally, click Save.

Step 2: Checking sequence on the entity code

1. Access Customers and Items | Customers;
2. Click Create;
3. The field Entity is editable to insert the code manually;
4. Fill in the mandatory fields;
5. Click Save.

Step 3: Setting up the free/alphanumeric code for items

1. Access Setup | System | Sequences;
2. Click Create;
3. Fill in the mandatory fields with the following information:
   - Sequence: Artigosalfanum;
   - Entity: ITEMS.BUSINESSCORE;
   - Description: Alphanumeric items;
   - Entity Attribute:BUSINESSCORE.ITEMKEY;
4. Select the checkbox Is Default;
5. In Segments, click +;
6. On the field Segment Type, select the option Text;
   Note: The field Length is automatically filled in with the value 20;
7. If you wish that some characters are present in all sequences, specify it on the field Constant Text;
8. Finally, click Save.

Step 4: Validating the alphanumeric sequence on the item

1. Access Customers and Items | Sales Items;
2. Click Create;
3. Specify the desired code on the field Item;
4. Fill in the fields according to the image presented;
5. Click Save.