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 |
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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. |
34 | FooterHtml | Left Footer Section | <table style="width:100%; border-collapse:collapse;"> |
35 | Technical_specifications | Technical Specifications, to configure: | Technical Specifications: <br> |
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> |
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 |
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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: |
60 | Footer_right_side | Right Footer Section | Bank Display City |
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