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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 five different options for structuring the Article List 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. |
| Compact | All articles in a planning group or in a compound article (e.g. father-child article) are output as a common position. The information about the (sub)articles is displayed as text. |
| Summarized-Compakt | All articles in a planning group or in a compound article (e.g. father-child article) are output as one common position. The information on the (sub)articles is displayed as text. In addition, identical articles that exist several times are combined into one position each. Folder hierarchies are included. |
| Detailed | Default setting; the current structure of your article tree will be reproduced in your report. |
| Flat list | All articles are summarized without regard to hierarchies. Folders are hidden, folder contents are listed together with the other articles. |
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.
- Open Report page.
- Article List area > Article image or Additional images.
- 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.
| Tip: Find additional tutorials on our YouTube channel | |
|---|---|
 | Visually round off offers with article images | pCon.basket Tutorial In this video, we'll show you how to make your offers visually appealing with images. |
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 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: 2022/11/15 12:08 by fbeetz