You can tailor the information shown in your Request for Quote layouts by using data elements such as static data, dynamic data and tables.
The following tables describe the data elements that are currently available for Request for Quote layouts.
For instructions on how to customize a standard layout, please refer to Custom Layouts.
When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.
Static Data
Click here for static data, which is information stored within AroFlo
Element Group |
Description |
|---|---|
| Request for Quote Details | Data relating to the Request for Quote. This information can be modified by editing the Request for Quote. |
| Supplier Details | Data relating to the selected Supplier. This information can be modified by editing the Supplier card. |
| Organization Details | Data relating to your Company and the Primary Contact. |
| Contact Details | Data relating to the contact details for your Company. |
| Location Details | Data relating to the Location card linked to the Quote or Task. This information can be modified by editing the Location card. |
| Project Details | Data relating to the Project worksheet. This information can be modified by editing the Project. |
| Task Details | Data relating to the linked Task. This information can be modified by editing the Task. |
Dynamic Data
Click here for dynamic data, which is calculated data relating to the worksheet.
Elements |
Description |
|---|---|
| [Qty Total] | Total quantity of items ordered. |
| [Qty (rec) Total] | Total quantity of items received. |
| [Cost Ex Total] | Total cost value of items (ex. GST). |
| [GST Total] | Total GST value of all items. |
| [Inc Total] | Total value of all items (incl. GST). |
Tables
Click here for tables, which are used to display information in a table format.
Table |
Description |
|---|---|
| Material | Displays material information from the Supplier Quote (as displayed on screen). |
| Material BOM | Displays material information from the Supplier Quote, grouped by inventory item. |
| Assets Table | Displays asset information for any assets linked to the Task/Quote. |
| Task Documents (Images) | Displays images that have been uploaded to a Task. Document filter must be set 'Show Client' or 'Show All'. |
| Client Documents (Images) | Displays images uploaded to a Client card. Document filter must be set 'Show Client' or 'Show All'. |
| Location Documents (Images) | Displays images uploaded to the Client Location card. Document filter must be set 'Show Client' or 'Show All'. |
| Supplier Documents (Images) | Displays images uploaded to the selected Supplier card. Document filter must be set 'Show Client' or 'Show All'. |
| Projects Documents (Images) | Displays images uploaded to a linked Project. Document filter must be set 'Show Client' or 'Show All'. |
| Tax Component Breakdown | Displays the components that make up a tax code. |
To embed an image into a layout, you will need to ensure the document filter on the uploaded image is set to Show Client or Show All. All other filter settings will prevent the system from embedding the images into the layout when it is printed to PDF.