Personal tools

Difference between revisions of "13 Template Design"

From TrueERP wiki

Jump to: navigation, search
(Created page with "Template Design Where do you redesign you Manifest Templates? Print layouts within ERP are in most cases controlled by Templates<LinkId=544> which you can modify to meet your s...")
 
 
(One intermediate revision by the same user not shown)
Line 1: Line 1:
Template Design
+
Where do you redesign you '''Manifest Templates?'''
  
Where do you redesign you Manifest Templates?
+
Print layouts within '''ERP''' are in most cases controlled by '''Templates '''which you can modify to meet your specific requirements including changing the information printed, adding logo's, changing layouts etc.<br>
  
Print layouts within ERP are in most cases controlled by Templates<LinkId=544> which you can modify to meet your specific
+
*To access '''Templates''' select the '''Genera'''l Module.
requirements including changing the information printed, adding logo's, changing layouts etc. It is recommended that
+
*Select the '''Templates''' button '''OR''' via the top menu bar select '''Reports''' then '''Templates''' from the drop down menu
you watch the Reports_Video<File=C:\Program Files\ERP Software\videos\Reports_MP4.exe>  before attemptng to edit or create templates.
+
*The '''Customise Templates''' screen will load with the cursor in the '''Search Text''' field.  
 +
*Start typing the name of the '''Template''' you wish to open then double click on the desired one to open the '''Report Designer'''
  
How to access templates
+
'''N.B. '''It is highly recommended that you watch the '''Reports Video''' C:\Program Files\ERP Software\videos\Reports <u>'''Before''' </u>attemptng to edit or create templates.
 
+
Select the General tab.
+
Select the Templates button
+
OR select Templates via the top menu bar under, Reports>>Templates.
+
The Customise Templates screen will load with the Cursor in the Search Text field.
+
Start typing the name of the Template you wish to open/view, eg. Man will show Manifest templates
+
See  Templates<LinkId=544> for more detailed instructions on modifying templates.
+

Latest revision as of 15:20, 5 August 2011

Where do you redesign you Manifest Templates?

Print layouts within ERP are in most cases controlled by Templates which you can modify to meet your specific requirements including changing the information printed, adding logo's, changing layouts etc.

  • To access Templates select the General Module.
  • Select the Templates button OR via the top menu bar select Reports then Templates from the drop down menu
  • The Customise Templates screen will load with the cursor in the Search Text field.
  • Start typing the name of the Template you wish to open then double click on the desired one to open the Report Designer

N.B. It is highly recommended that you watch the Reports Video C:\Program Files\ERP Software\videos\Reports Before attemptng to edit or create templates.