Report Layout Guidelines

Workbook layout editor allows the client to modify as much as they want. However, the client needs to understand how many fields are available within the system.

Some of steps for layout design:

  • Discuss between client and consultant (technician) to understand layout structure of the system.
  • Depend on countries, some client needs a special field (quantity, unit, unit cost…)
  • The client does the briefing based on the current layout.
  •  Technician works on the brief and sends the new layout to the client for feedback.
  • After 03 times amended, the layout design has to be done.

1. PRICE QUOTE

  • Watermark: The client will design their watermark following to the requirements http://help.workbook.net/knowledgebase/watermarks/
  • Flexible fields where clients can type in or change the text
    • Price quote title (3)
    • Headline (4)
    • Introductory notes (5)
    • Phases (6)
    • Activity lines (7)
    • Final comments (11)
  • Fields take data from the system:
    • Address and contact person (2)
    • Payment term (10)
    • Signature (12)
  • Fields calculate based on data entered
    • Total excl GST
    • Total incl GST
    • GST rate

2. INVOICE

  • Flexible fields where clients can type in or change the text
    • Invoice title (4)
    • Headline (7)
    • Phases (9)
    • Invoice lines (11)
    • Final comments (14)
  • Fields take data from the system:
    • Debtor address(3)
    • Customer PO number (5)
    • Client number (6)
    • Payment notes (12)
    • Payment terms (13)
  • Field calculate based on data entered
    • Total excl GST
    • Total incl GST
    • GST rate

3. PURCHASE ORDER

  • Flexible fields where clients can type in or change the text
    • Purchase order responsible (3)
    • Title (8)
    • Detail (10)
    • Cover letter text (12)
  • Fields take data from the system:
    • Supplier address & Attention person (2)
    • Recipient address & Attention person (7)
  • Field calculate based on data entered
    • Agreed price (6)
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