Documents, also referred to as bid documents, are the printed representation
of a quote or an order. They contain details about the products that have been added to a
quote or order. Documents can include important information such as pricing, payment terms,
and configuration details for configured items.
When you generate a bid document, you can specify the information that you
want to show or hide in the document. Print options are described in these tables:
General
| Print Option |
Description |
| Pricing |
My
Cost shows the amount the dealer pays to the manufacturer.
Selling
shows the amount the end-customer pays to the dealer. None hides all pricing
information. If None is
selected, and you also choose to show all information for configuration
details, the prices of configured items are displayed. |
| Line Details |
Indicates whether to show or hide line
details. |
| Additional Configuration Details |
Show
All shows the name, value, description, price, quantity
and total of each configured component. Hide Pricing Information shows all
configuration detail information except the total of each component.
Hide All
hides all configuration details. Note: Manufacturers: In order for the Additional Configuration Details
option to be available on a bid document, an integration rule that
uses the EQ_ConfigurationDetails template must be included in the
ruleset that is used to configure the item on the bid document. This
rule can be added to a ruleset in Design Studio.
|
| Display Culture |
Indicates the language that will be used on the
document. |
| Bid Document Location |
This is the manufacturer location where the bid
document was prepared, as displayed in the header of the bid document. |
Currency Conversion
| Print Option |
Description |
| Report Currency |
Indicates the currency to use on the document. |
| Exchange Rate |
Indicates the exchange rate. |
Document Properties
| Print Options |
Description |
| File Name |
This field shows the default file name. You may change
the file name. If the bid document is added to the quote or order, the file
name specified here is displayed on the quote or order document list. |
| File Type |
Indicates the file type to generate. |
| Description |
If the bid document is added to the quote or order, the
description specified here is displayed on the quote or order document
list. |
Comments
On a quote or an order, you can add comments about the header, terms,
and pricing information. Here, you can choose to show or hide this information on the
bid document.
| Print Option |
Description |
| Header |
Indicates whether to show or hide header
comments. |
| Terms |
Indicates whether to show or hide terms comments.
|
| Pricing |
Indicates whether to show or hide pricing
comments. |