Order Confirmation

Format of order confirmation name in Salesforce

Input field

ordersavename

Default: Orderentry Nr. {AcceptedQuoteNumber}-{AcceptedQuoteName}

The name for the order confirmation can be designed with text mergefields.

Format of order confirmation PDF file name

Input field

orderattachmentname

Default: {QuoteName}

Formatting the file name for email attachments and the generated PDF attachments or files

The name for the order confirmation PDF can be designed using mergefields.

Transfer to order confirmation

Checkboxes:

• Header

• Footer

• Text Area

• Headline 1

• Headline 2

• Headline 3

• Product

• Spacer

• Horizontal line

• Subtotal

• Total net

• Total gross

• VAT

• Group Total net

• Group Total gross

• Page break

• Product details

• Product overview

• Sum Discount

• Price Rebate

• Signatur

• Image

• Column heading

elements_order

Default: 4,16

Specify which items of the accepted quote are to be included in the order confirmation.

Editable items

Checkboxes:

• Einleitung

• Abschluss

• Textbereich

• Headline 1

• Headline 2

• Headline 3

• Produkt

• Leerzeile

• Trennlinie

• Zwischensumme

• Summe netto

• Summe brutto

• Mehrwertsteuer

• Gruppensumme netto

• Gruppensumme brutto

• Seitenumbruch

• Produkt-Details

• Produkt-Übersicht

• Summenrabatt

• Price Rebate

• Unterschrift

• Grafik

• Spaltenbezeichnungen

elements_orderEdit

Default: 1,2,3

Specify which items of the order confirmation can be edited by the user.

Hide product search in order confirmation

Option switch

hideProductSearch

true / false

Default: true

If the product search is hidden, no further products can be added to the order confirmation.

Hide copy from opportunity in order confirmation

Option switch

hideCopyOpp

true / false

Default: false

Deactivates the "Copy products from opportunity" function for order confirmations.

Hide copy from quote in order confirmation

Option switch

hideCopyQuote

true / false

Default: false

Deactivates the "Copy products from quote" function for order confirmations.