How do I configure a RFQ report in the system?
To configure Purchase RFQ report in Metro ERP's Purchase app, follow these steps:
1) Go to the "Purchase" module.
2) Under the "Configuration" menu, select 'Settings.
3) Now, navigate to Purchase >> Configuration >> Setting >> Reports Configuration. Now, click on the Advance Settings link under the Configure Advance Document Layout
4} Click on the Purchase RFQ and view the Purchase RFQ Custom Layout.
1. The Report Header
Metro ERP offers a range of combinations to tailor the appearance and content of reports according to specific needs. This section serves as the introductory segment at the top of the report, providing essential information such as the report title, company details, and date. Users can customize this section extensively, incorporating various elements like company logos, addresses, and contact information. Additionally, dynamic data can be integrated using Metro ERP templating language, allowing for real-time updates of details like company names or report dates. Styling options further enhance customization, enabling users to adjust font sizes, colors, alignments, and other visual aspects to align with branding guidelines or aesthetic preferences. With these versatile combinations, users can create professional-looking report headers that effectively communicate key information while maintaining a cohesive visual identity.
- Heading Text Color: Users have the capability to personalize the color of heading text according to their preferences.
- Company Name Color: Users can customize the color of the company name according to their preferences.
- Total Value Color: Users have the ability to tailor the color of the Total Value to suit their preferences.
- Heading in Bold: Users have the option to style the heading in bold according to their preference.
- Display Company Name in Bold: Users have the flexibility to emphasize the Display Company Name by styling it in bold according to their preference.
- Show Tagline: The user has the capability to enable the Tagline option, ensuring it is displayed in the report.
- Show Logo: The user has the option to enable the Logo feature, ensuring it is displayed in the report.
- Show Title: The user has the ability to enable the Title option, ensuring it is displayed in the report.
- Company Logo Size: For enhanced layout, a preferred logo size of 50px is recommended.
- Show Company Name: The user has the option to enable the "Show Company Name" feature, ensuring it is displayed in the report.
- Show Address: The user has the option to enable the "Show Address" feature, ensuring it is displayed in the report.
- Add comma between Addresses: Displayed the comma after address line.
- Show Country: The user has the option to enable the "Show Country" feature, ensuring it is displayed in the report.
- Show Reg No: Users can opt to activate the "Show Reg No" feature, guaranteeing its presence in the report.
- Reg No Type UEN No: Users can conveniently activate the "Reg No Type UEN No" option, ensuring it is displayed in the report.
- Show Phone: Users can effortlessly enable the "Show Phone" option, ensuring it is displayed in the report.]
- Show Email: Users can conveniently enable the "Show Email" option, ensuring it is displayed in the report.
- Users can effortlessly adjust font sizes, empowering them to customize their experience according to their preferences.
Preferred font/text size for better layout: (In px)
- Company Name
- Heading Text
- Total Value Font
2. Table Configuration
Table Heading Text Color: Users can easily enable the option to customize the Table Heading Text Color, ensuring it is displayed in the report.
Table Heading Background Color: Users can choose to customize the color of the Table Heading Background according to their preferences.
Table Odd Parity Color: Users possess the capability to adjust the color of the Table Odd Parity according to their preferences.
Table Even Parity Color: Users can effortlessly activate the option to customize the Table Even Parity Text Color, ensuring its display in the report.
Display Product Image: The user has the option to enable the Product Image feature, ensuring it is displayed in the report.
Display Product Description: The user has the option to enable the "Product Description" feature, ensuring it is displayed in the report.
Show Discount: Users can conveniently enable the "Show Discount" option, ensuring it is displayed in the report.
Show Taxes: The user has the option to enable the "Show Taxes" feature, ensuring it is displayed in the report
Show Customer Sign: The user has the option to enable the "Show Sign" feature, ensuring it is displayed in the report
Preferred font/text size for better layout: (In px)
- Table Heading Text Size
3. Footer Configuration
Foot Note Text Color: Users can choose to customize the color of the Foot Note Text according to their preferences.
Display Foot Note: The user has the option to enable the "Foot Note" feature, ensuring it is displayed in the report.
Display Footer Phone, Email and Website: Users have the flexibility to emphasize the Display Footer Phone, Email and Website by styling it in bold according to their preference.
Custom Footer: Users can customize the custom content in the report footer according to their preferences.
Preferred font/text size for better layout: (In px)
- Foot Note Text Size
4. Total and Term's Configuration
Total Text Color: Users can choose to customize the color of the Total Text according to their preferences.
Total Background Color: Users can choose to customize the color of the Total Background Color according to their preferences.
Display Discount Total: Users have the flexibility to highlight the Discount Total according to their preference.
Display Amount in Words: The user has the option to enable the "Display Amount in Words" feature, ensuring it is displayed in the report.
Preferred font/text size for better layout: (In px)
- Total Text Size
Utilize this tool to tailor the visual presentation of your documents. Choose from a variety of layout templates, paper formats, colors, fonts, and logos to craft a unique appearance. Additionally, incorporate your Company Tagline and customize the footer content for your documents. Metro ERP seamlessly integrates your company's contact details, including phone number, email, website URL, and Tax ID (or VAT number), as per the settings you've established in the Company Data. This module contains set of colorful designs. The end user can configure the Picking Slip fields easily. You have to activate developer mode for this. This report is only available in English language.
To get more details on how to configure Purchase RFQ report in the system, please do contact us at support@metrogroup.solutions