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Copy Templates

Brandengine has a series of copy templates available to streamline your activities in various locations throughout the platform.

Some of these templates are “static” (ie – they can only be changed in the below admin settings) – whilst others are “editable” when used.

To access these settings, go to Company-wide Settings in the main menu

(MainMenu>YourCompany>Company-wideSettings)
Brandengine-Accounts-Integration-Xero-Company-wide-settings

then (EntityTypes>AllCopyTemplates)

You can also edit Copy templates by location – by using the Entity types menu on the same page.

Here you will be given the ability to edit your default global text for a range of settings;

Quotes – pdf intro

This is the welcome text that appears on the first page of a quote.

This text can be changed on a quote-by-quote basis, either manually or using our AI Compose Tool.

To add or change your default text – click Edit Brandengine-Edit

You only need to insert the intro body text into this template as Brandengine will automatically insert the individual users salutation and quote footer (set in Your Settings) followed by the clients Short name (as set in Contacts) into the quote

Brandengine-Your-Settings--Quotes-PDF-Intro-edit

A word processor style pop up will appear that allows formatting of this text, including the ability to include hyper-links and clear formatting of text that has been copied from another program.

Tip – to insert graphics/images – Copy & Paste the file from your computer.

If Users have populated the Quotes – pdf intro setting in Your Settings it will override this global template.

Quotes – pdf terms

This is a static field that appears on the last page of your quote and contains info such as your trading terms etc…. The editor allows you to format this text and also include links to external website and documents if required

Brandengine automatically inserts the number of days the quote is valid for – and the resulting date based on the quote date.

To add or change your default text – click Edit Brandengine-Edit

Quotes – days valid

This is linked to the settings in your default company settings and represents the number of calendar days the quote information is current.

This number is displayed at the end of your quote (above your terms) and can be edited on a quote-by-quote basis if needed

Items – custom code prefix

The text that makes up the beginning portion of the unique system generated product codes for your business (Distributor’s Items Code). This text string is followed by system generated numbers.

This is linked to the settings in your default company settings and is a static setting.

Purchase Orders – distributor address

Your business information that is displayed in the upper left quadrant of all PO’s (underneath your logo)

This text is static – but does contain various formatting tools when setting up.

Purchase Orders – footer copy

Any common instructions you like to provide suppliers when ordering – displayed at the end of the PO.

This text is static – but does contain various formatting tools when setting up.

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