Define multiple offer/invoice layouts (for the same GmbH)
complete
Estanislao Gonzalez
complete
It is now possible if mine has multiple locations. If you want it regardless of location, we can also add it.
S
Schleimer, Niklas
Estanislao Gonzalez: Hi Estani, that sounds good. Please activate the function regardless of location. Thank you so much!
Arne Semmler
in progress
Arne Semmler
An initial implementation would require that all stationery has the same “spacing”, i.e. that the text blocks generated by projo would ultimately have to sit in the same positions on the first and subsequent pages in all layouts.
Benedikt Voigt
I suspect that this point has received so many votes because the layouts are required for different company names (GmbHs or ARGEs).
That is now the point
laid out. This is very important strategically and we will address it in Q2 2021.
I suppose that there may be different layouts within your own GmbH (example of digital/analog shipping), but that it is rather rarer, isn't it?
I will adjust the title so that these are just different layouts for my own GmbH.
F
Feil, Claudia
We always have projects that we carry out with a partner, for example as an ARGE. In return, there is a separate company with its own layout of the letterheads. A new number range for orders and invoices would then of course also make sense.
Benedikt Voigt
Okay, how is the useCase? Why do you want this? And it's probably enough to be able to change the layout directly in the offer/invoice, isn't it? We are also happy to discuss it offline, if desired.
B
Böhm, Yannick
Benedikt Voigt: For us, the use case is clearly the handling of different company names.
S
Schleimer, Niklas
Benedikt Voigt: Hi Benedict. We would like this because not all clients can or do not want to receive digital invoices or offers. Since we use different designs for digital and analog editions, it would be good to be able to store at least two overall layouts. You are welcome to decide whether these can now be selected via the customer settings or directly in the invoice;)
Benedikt Voigt
Is this only required if there are different limited liability companies? Then you would also need different number ranges. Or are there any other cases?
M
Markus Buda
Benedikt Voigt: Hi! We don't need an additional number range. We only need the templates for a GmbH.
Greetings to Berlin!