7.5.1.6 Configure Custom Labels on your Quote PDF

1. How to translate/override Custom Labels

Go to Setup and enter Custom Labels in the Quick Find Box.

Open Label

For your quote, you are able to adapt any custom label. For editing the quote layout, customize the labels called assigned to the category Standard Quote, e.g. Conditions of Payment Text, Technical Specifications, and Delivery Advertising Medium. Open one of them with a click on the label's name. Please find a list of relevant labels and their position on the PDF in the section below.



Create New Local Translations / Overrides:

 

Click the button New in the translations section.

Enter Text:

Choose a language from the picklist. Only those languages activated in the translation workbench without an existing translation for this label are available. Enter the text in the field Translation Text. Then click Save.
Repeat the last three steps with the all needed labels if necessary.
Please note: Some of the labels are HTML enabled. If you want to insert a break in the label's translation text, please enter <br>. To clear these HTML-enabled text fields, enter " ".

2. Overview Custom Labels Quote PDF

Please take a look at the images below to find the yellow number of the label you would like to change. Then you can move on to check the number column in the table at the bottom to find the label name.

#

Label

Description

Default value

1

offer_number

Offer Number.

Offer Number

2

customer

Customer Name.

Customer:

3

address

Address.

Address

4

InvoiceRecipient

Debtor (Invoice Recipient).

Debtor

5

agency

Agency.

Agency

6

your_contact_person

Contact Person.

Contact Person

7

email_address

Email address.

Email address

8

telephone

Phone Number.

Telephone:

9

fax

Fax Number.

Fax:

10

Position

Numeric Correlative for Items.

Pos.

11

Website_medium

Website/medium.

Site / Medium

12

Rubric

Placement / Category.

Placement / Categor

13

Ad_type_service

Ad Type / Service.

Ad Type / Service

14

from

Start Date.

From

15

until

End Date.

Due to

16

Price_per_unit

Price / Item.

Price / Item

17

Unit

Item.

Item

18

Booked_volume

Booked Quantity.

Booked Quantity

19

Price_gross_booked_amount

Price gross/booked amount.

Price Gross / Booked Amount

20

 

 

 

21

Name

Item Name.

Name

22

NetPrice

Net price.

Net price

23

OrderConfirmationText

Order Confirmation Text.

Please confirm the order {OrderConfirmationUrl} online.<br/>Or send a fax to x.

24

campaign

Campaign Name

Campaign

25

campaign_period

Campaign Start - End Period date.

Campaign Period

26

RoundedValuesHelptext

Rounded Values Helptext: "The individual net amount values are rounded to two decimal places. Therefore it is possible that the total amount values show slight discrepancies which are subject to the displayed net amount roundings."

The individual net amount values are rounded to two decimal places. Therefore it is possible that the total amount values show slight discrepancies which are subject to the displayed net amount roundings.

27

customer_net_N1

Customer Net (N1).

Customer Net (N1)

28

Agency_Commission

Agency Commission.

AE %

29

agency_net_N2

Agency Net (N2).

Agency Net (N2)

30

ThirdPartyCommission

TPC ThirdPartyCommission .

TPC

31

Agency_Net_N3

Agency Net (N3).

Agency Net (N3)

32

notes

Notes.

Notes:

33

Footer_additional_information

Footer - additional information, to configure: Go to Setup > Create > Custom Labels, click the label with name Footer_additional_information, click on New local Translations / Overrides and enter custom text.

Go to Setup > Create > Custom Labels, click the label with name Footer_additional_information, click on New local Translations / Overrides and enter custom text.
<br>

34

FooterHtml

Left Footer Section

<table style="width:100%; border-collapse:collapse;">
<tr>
<td style="width:30%; text-align:center; vertical-align:top;">
tbm Inc.<br/>
Online Plaza 1<br/>
12345 Display City<br/>
Fon: +49 (0) 123-11111-110<br/>
Fax: +49 (0) 123-11111-112<br/>
https://www.example.com
</td>
<td style="width:40%; text-align:center; vertical-align:top;">
Registration Court:<br/>
Court Display City<br/>
Management Board:<br/>
Tom Turtle
</td>
<td style="width:30%; text-align:center; vertical-align:top;">
Bank Display City<br/>
Bank Code: 9876543210<br/>
Account: 1234567890<br/>
VAT ID: 7894561230
</td>
</tr>
</table>

35

Technical_specifications

Technical Specifications, to configure:
Go to Setup > Create > Custom Labels, click the label with name Technical_specifications, click on New local Translations / Overrides and enter custom text.

Technical Specifications: <br>
Go to Setup > Create > Custom Labels, click the label with name Technical_specifications, click on New local Translations / Overrides and enter custom text.

36

Delivery_advertising_medium

Delivery advertising medium, to configure: Go to Setup > Create > Custom Labels, click the label with name Delivery_advertising_medium, click on New local Translations / Overrides and enter custom text.

Delivery Advertising Medium: <br>
Go to Setup > Create > Custom Labels, click the label with name Delivery_advertising_medium, click on New local Translations / Overrides and enter custom text.

37

PaymentSchedule

Payment schedule header.

Payment Schedule:

38

InvoiceDate_BA

Invoice Date.

Invoice Date

39

DueDate

Due Date header.

Due Date

40

FinalAmount

Final Amount.

Invoiced Amount (net)

41

Conditions_of_payment

Conditions of payment.

Conditions of Payment:

42

Conditions_of_payment_text

Conditions of payment - Text, to configure: Go to Setup > Create > Custom Labels, click the label with name Conditions_of_payment_text, click on New local Translations / Overrides and enter custom text.

Go to Setup > Create > Custom Labels, click the label with name Conditions_of_payment_text, click on New local Translations / Overrides and enter custom text.

43

gross_amount

Gross Amount (B1).

Gross Amount (B1)

44

 

 

 

45

customer_net_N1_sum

Customer net (N1) Sum.

Kunden-Netto (N1)

46

agency_net_N2_2

Agency net (N2).

Agentur-Nettto (N2)

47

ThirdPartyCommissionSum

Third Party Commission Sum.

Third Party Commission

48

Agency_Net_N3_Sum

Agency Net (N3) Sum.

Agency Net (N3)

49

tax

Tax.

Tax

50

invoice_gross_amount

Invoice Gross Amount.

Invoice Gross Amount

51

SecondSignatureStamp

Second Signature / Stamp.

Second Signature / Stamp

52

LocationDate

Location, Date.

Location, Date

53

SignatureStamp

Signature / Stamp.

Signature / Stamp

54

First_page_text

Order description text

We offer you the following:

55

First_page_my_address

First page - my address

Go to Setup > Create > Custom Labels, click the label with name First_page_my_address, click on New local Translations / Overrides and enter custom text.

56

VatInfo

VAT Info

VAT {0} of net

57

Advertiser

Advertiser

Advertiser

58

Date

Date

Date

59

Footer_middle

Middle Footer Section

Registration Court:
Court Display City
Management Board:
Tom Turtle

60

Footer_right_side

Right Footer Section

Bank Display City
Bank Code: 9876543210
Account: 1234567890
VAT ID: 7894561230

61

Rate_Discount_2_sum

Customer Discount Sum

Kundenrabatt

62

Rate_Discount_2

Customer Discount

Kunden- rabatt<br/>

63

Rate_Discount_3

Agency Discount

Agentur- rabatt<br/>

64

Rate_Discount_3_sum

Agency Discount Sum

Agenturrabatt

65

Rate_Discount_4

Special Discount

Sonder- rabatt*<br/>

66

Rate_Discount_4_sum

Special Discount Sum

Sonderrabatt

67

Rate_Discount_1

Quantity of Discount

Volumen- rabatt<br/>

68

Rate_Discount_1_sum

Quantity of Discount Sum

Volumenrabatt

69

DeliveryDataBasedItemNote

This invoice amount contains a linear estimation for an item which will be invoiced based on actual delivery.

This invoice amount contains a linear estimation for an item which will be invoiced based on actual delivery.

70

TKP_N2

CPM

CPM (N2)

71

Placement

Placement

Placement

72

Booking_period

Accounting Period

Accounting Period

73

Booked_Volume_Info

Booked Volume Info

Only CPM relevant values included.

3. Landscape PDF example with label numbers

4. Portrait PDF example with label numbers