Open the App Launcher and search for Quote Preferences.
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Field Label | Function | ||
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Hide Package Component Details | (Columns with Fields not rows): By default, all package components are hidden, if you like to show package component details to your customers, set this directly in the Campaign Item (see 3.6 Packages for more information). If you then want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field | ||
Hide Package Component Fields | In this list you can define which fields should be hidden for package components in the PDF. Please see the table below for more information. (Please note that the value in the fields will not display for components only, Package Header fields will still be populated.) | ||
Hide Package Header Details on PDF | When this setting is activated, it will be mapped to the relevant field on Campaign Item by the Media Configuration upon creation. When active on the Campaign Item level, ADvendio hides everything in the line of the Package Header except for name, from and until date, booking quantity and the final amount (N1, N2 or N3 depending on AE and TPC. Attention: N2 will be hidden when there is no AE) | ||
Show dates on Package Header | When this setting is activated, the Start and End date of Ad Hoc Packages will be summarised in the Package Header on your Quote. | ||
Hide ad hoc Package Component Details | When this setting is activated, ad hoc package components will be hidden on the PDF. Read more about this setting right here: 3.6.4 Ad Hoc Packages | ||
Show Contact's mailing address | If checked, the PDF will show the contacts mailing address instead of the accounts billing address | ||
Quantity Discount decimal places | The number of decimal places which will be displayed for the quantity discount. | ||
Agency Discount decimal places | The number of decimal places which will be displayed for the agency discount. | ||
Customer Discount decimal places | The number of decimal places which will be displayed for the customer discount | Special Discount decimal places | The number of decimal places which will be displayed for the special discount.be displayed for the customer discount |
Special Discount decimal places | The number of decimal places which will be displayed for the special discount. |
1.2.3 Enable Multiple Currencies on PDFs
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Field Label | Function |
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Additional currencies to be show | Define the additional currencies to be shown on the PDF as per the fixed exchange rate. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
Date for fixed exchanged rate | Please select the date which should determine the relevant exchange rate to be used. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
1.2.
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4 PDF Labels
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Field Label | Function |
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First Page Address Information | Link here to your custom label to configure the Footer on the cover letter. |
Footer Full Size Data | Link here to your custom label if you are using a Full Size Footer on your proposal. |
Footer Middle Data | Link here to your custom label if you are splitting your Footer in Middle Data on your proposal. |
Footer Html Data | Link here to your HTML custom label if you are using a Full Size Footer on your proposal. |
Quantity Discount Column | Link here to your custom label to configure the Quantity Discount Column label in the price matrix |
Customer Discount Column | Link here to your custom label to configure the Customer Discount Column label in the price matrix. |
Agency Discount Column | Link here to your custom label to configure the Agency Discount Column label in the price matrix. |
Special Discount Column | Link here to your custom label to configure the Special Discount Column label in the price matrix. |
Technical Specifications | Link here to your custom label to configure the Technical Specifications label for your proposal. |
Conditions of Payment | Link here to your custom label to configure the Conditions of Payment label for your proposal. |
Same Value (B1/N1) Sum Block | Link here to your custom label to configure the label to use when B1 = N1, or use existing custom labels. |
General Salutation | Link here to your custom label to configure the General Salutation label for your proposal. |
Footer Left Side Data | Link here to your custom label if you are splitting your Footer in Left Side Data on your proposal. |
Footer Right Side Data | Link here to your custom label if you are splitting your Footer in Right Side Data on your proposal. |
Quantity Discount Sum Block | Link here to your custom label to configure the Quantity Discount Column label on the cover letter overview and summary block on last page. |
Customer Discount Sum Block | Link here to your custom label to configure the Customer Discount Column label on the cover letter overview and summary block on last page. |
Agency Discount Sum Block | Link here to your custom label to configure the Agency Discount Column label on the cover letter overview and summary block on last page. |
Special Discount Sum Block | Link here to your custom label to configure the Special Discount Column label on the cover letter overview and summary block on last page. |
Delivery Advertising Medium | Link here to your custom label to configure the Delivery Advertising Medium label for your proposal. |
Conditions of Payment Text | Link here to your custom label to configure the Conditions of Payment Text for your proposal. |
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Text fields displayed in this screenshot will not be displayed in your quote because they are overwritten by the custom labels mentioned below.
If in your line items the agency commission (AC)
checkbox is TRUE, AC and N2 are displayed at the Campaign Item section at the PDF.
If the checkbox is false this columns get hidden.
But the overall N2 is always displayed at the first cover page of the PDF as well as the amount calculation below the campaign Items table.
1.2.
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5 Field List for Package Components
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To hide certain fields for package components they have to be entered as line-separated list (see above). The fields need to be written like in the table below, to be recognized by the system. If you don't enter any fields in the list, the following default fields will always be hidden for package components (when the Hide Package Components Details checkbox is active):
Sales Price
Amount
Quantity Discount
Customer Discount
Agency Discount
Special Discount
Amount net
Agency Commission (%)
Amount net/net
eCPM
eCPC
additional fees
Here is a list of all possible fields and what text string needs to be entered for them to be hidden:
Field | API_Name | What you need to enter |
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Sales Price | ADvendio__Sales_Price__c | salesprice |
Amount | ADvendio__Amount__c | amount |
Quantity Discount | ADvendio__Rate_Discount_1__c | ratediscount1 |
Customer Discount | ADvendio__Rate_Discount_2__c | ratediscount2 |
Agency Discount | ADvendio__Rate_Discount_3__c | ratediscount3 |
Special Discount | ADvendio__Rate_Discount_4__c | ratediscount4 |
Amount net | ADvendio__Amount_net__c | amountnet |
Agency Commission (% | ADvendio__Agency_Commission__c | agencycommission |
Amount net/net | ADvendio__Amount_net_net__c | amountnetnet |
eCPC | ADvendio__eCPC__c | ecpc |
eCPM | ADvendio__eCPM__c | ecpm |
Additional Fees / Surcharges | Summary of multiple fields | addfees |
Position Number | ADvendio__PositionNumber__c | position |
Ad Spec → Site | ADvendio__Ad_Spec__r.ADvendio__Site__c | site |
Ad Spec → Placement | ADvendio__Ad_Spec__r.ADvendio__Placement__c | placement |
Ad Spec → Ad Type | ADvendio__Ad_Spec__r.ADvendio__Ad_Type__c | adtype |
Campaign Item Name | Name | name |
Ad Spec → Description on PDF | ADvendio__DescriptionOnPDF__c | adprice.adspec.descriptiononpdf |
Frequency Capping | Summary of multiple fields | fc |
Technical Targeting Information | Summary of multiple fields | technicaltargeting |
AdHourOfDay & AdDayOfWeek | ADvendio__AdHourOfDay__c & ADvendio__AdDayOfWeek__c | timetargeting |
Geo Targeting Information | Summary of multiple fields | geotargeting |
Ad Key Values | ADvendio__AdKeyValues__c | adkeyvalues |
Selected Content Information | ADvendio__SelectedContentInformation__c | selectedcontentinformation |
Selected Publication Date Information | ADvendio__SelectedPublicationDateInformation__c | publicationdatetargeting |
Third Party Commission | ADvendio__Third_party_commission__c | thirdpartycommission |
Amount Net3 | ADvendio__Amount_net3__c | amountnet3 |
From Date | ADvendio__from_Date__c | fromdate |
Until Date | ADvendio__until_Date__c | untildate |
Billing Category | ADvendio__Billing_category__c | billingcategory |
Quantity | ADvendio__Quantity__c | quantity |
Guaranteed AI | ADvendio__Guaranteed_AI__c | guaranteedai |
Line Description | ADvendio__LineDescription__c | linedescription |
Notice that the text string might not be equal to either label or API name of the field.
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