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Report

The Report is output in a standardized formatting.

Deviating from this, it is possible in pCon.basket PRO to use a customized report, depending on the respective pCon.login organization. For more information, please contact your pCon sales partner.

Settings for the pCon.basket standard report

To customize the PDF template for your article list, please click on Report in the toolbar. On the Report page, you can define the content and structure of the finished offer.

View

View provides you with three different options for structuring the Article List in your Report:

Detailed Default setting; the current structure of your article tree will be reproduced in your report.
Summarized All identical articles that exist more than once in your article tree will be summarized into one position.

Article hierarchies are considered. This means that multiple identical sub-positions in hierarchically structured articles are summarized for their respective article.
Parts list (with folder hierarchy) Identical articles are inserted in the report as one position.

Multiply inserted identical sub-articles are completely combined into one position.

Folder hierarchies are taken into account, whereas article hierarchies are not considered.

pCon.basket PRO and Integration edition

For these editions you can specify here which texts are to be displayed in the report, whether sub-articles are to be displayed and whether positions within set articles are to be listed. You also decide how prices, discounts and surcharges are displayed.

Furthermore you define the size of your article images as well as the additional article images via the report. Article images can optionally be hidden.

  1. Open Report page.
  2. Article List area > Article image or Additional images.
  3. Select option:
    • None (images will not be displayed).
    • Small
    • Medium (default)
    • Large

Size settings are also available for your folder images on the Report pages. The folder images can also be optionally hidden.

pCon.basket CE

Additional article images are also displayed in the Report. In this edition, they cannot be hidden or resized.

In the CE edition you can define whether taxes will be displayed in the PDF file.

Save as default:

You can save your template settings by clicking the Save save icon to the right of the Templates text. The settings will be used for future offers.

Download Report/Send Report:

You can either download the completed report or send it via e-mail.

  • Download report: Click on Download Report at the lower left corner of the Report page. This will open a new browser window with a PDF page containing the offer. In the upper right corner you will find a download button, which you can use to save the form locally.
  • • Send report: Click the downward pointing arrow to the right of the Download Form button. The Send Report button appears. Clicking it will open a new email in your mail program with a share link to the offer PDF. You can send this to the recipients of your choice.
en/report.txt · Last modified: 2022/06/01 15:06 by fbeetz

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