The Reference Line

On the index Reference line, you will find the setting options The word option (from Latin: optio = free will) used in computing means a choice. In CARAT it is normally used with a list box. that allow you to adapt the reference line of the respective form, according your desires and requirements. In general these are, the form title, the display of the necessary numbers, as well as the contact data of your customers.

In case you opened this dialogue Dialogue, dialogue windows or dialogue fields are special windows in software applications. Dialogue windows are displayed by application programs in different situations to request input or confirmation from the user. from the print preview of a planning, two additional Addition (in Latin: addere) is one of four basic operations in arithmetic. In primary school and in common language it is the expression used for the adding of two or more numbers. buttons In dialogue windows you always find one or more buttons that can be activated by clicking on them. Typical functions for buttons are e.g. OK, Cancel, Apply. Buttons are always activated by a single click with the left mouse button. are at your disposal in the lower edge of the dialogue:

  • By using the button Store as standard you can save all modifications you carried out in this dialogue, so they can be used in the future as standard for all users, if needed. The as standard defined print layout can be viewed by you, at any time, via the system options.
  • If you have changed some of the settings compared to the hitherto standard print layout but do not need them anymore, you can use the Restore default button to reset all changes to the previous standard settings.

Generally most of the subsequently described settings are available for all forms. Depending on the selected form, some functions can be missing, because they are not useful for the relevant form..

Scope

Description

Reference line

For one you can use the checkboxes A checkbox is a standard element in a graphic user interface. A checkbox has, in most cases, two states (set or not set). These usually correspond to a yes/no selection. in this area to select the numbers you want to display in the reference line. On the other hand, you have the ability to adapt the name of the particular number for the reference line to the requirements of your business, by using the respective input field. If you have several subsidiaries, you can, if desired, precede the respective form number (quotation, order, sales contract, invoice) by the particular subsidiary number, if stored, this for a better differentiation.

Number format The format or formatting (Latin, forma) is designated in word processing as the design of the text document. In this case meaning the selection of character fonts and character style such as bold or italics.

By using the checkboxes in this area, you can additionally print the sub-number. The sub-number is the planning number, which can be appended to the respective form number separated by a slash.

Reference line customer data

By using the checkboxes in this area, you can specify which customer information should be printed in the reference line area.

Print-date

With this option, you can specify if the current date should be used for a print copy. If the option is not activated, the last print date will be used for the form. See also: The Print Options

Form title

In this area, you can store a name for the respective form on the first index. If necessary, you can enter different names for the first page and the following pages. In addition a second register is at your disposal, which you can use to specify a deviant form title for printing copies, if the print copy option is activated.

Legend

In this area are additional parameters available, such as the form number or the print date, which you can use supplementary in the form title.

Barcode

With this option you can activate a barcode. The option can be used to print the form number as barcode, in order to be able to read the form number directly with a scanner for further steps in the process. Following barcodes can be used: EAN The EAN stands for International Article Number (formerly European Article Number) and is a product identification number for commercial articles. The EAN is a number, made up of 13 or 8 numbers, that is assigned by central administration at the manufacturers request.-8, EAN-13, EAN-128, Code 39.

Consultant

In the lower left area, you can set which consultants should be printed on the form. You can additionally specify which contact information should also be printed.

Plan Properties

In this area, the already stored plan properties are displayed, which you can here select to print in the respective form, using the checkboxes. See also: The use of Plan / Article Properties
On the index Fonts, options are available for the individual text areas, reference line, form title and additional information, to adapt the the face type to your requirements. See also: The Fonts