The Phrase Book allows you to insert commonly used phrases, that you may add to an estimate, quote request, job or invoice.
When the text is added to the phrase book, users can easily select a phrase for the item they are working on or as appropriate to the customer/supplier.
For example, there may be a standard phrase added to estimates for new customers/suppliers and a different phrase that is used for pre-existing customers/suppliers.
Phrases can be added to the phrase book within the system settings or from within any window where the phrase book options are visible.
To Add a Phrase In The System Settings
1. Click the Settings cog (top right corner), then select ePrint MIS.
The window is arranged with a navigation pane on the left-hand side of the screen.
2. Click Appearance, Content Management, then Phrase Book.
The Phrase Book is divided into the modules as displayed.
3. Click the plus symbol against the module name where the new phrase is to appear (Invoices has been selected in the example below), then select Add New Record.
4. Click in Phrase Text and type the desired text.
5. Check the Default Phrase option to set it as is the new default phrase. (Optional)
6. Click Save.
To Add a Phrase To A New or Existing Record
Phrases can be added to the phrase book within a new or saved Estimate, Job, Invoice, Purchase Order, Delivery Note or Outwork Estimate.
a) If you have created a new item, click the plus symbol next to Header or Footer.
b) Click Add New Record.
c) Complete steps 4- 8 as outlined above.
If the Estimate, Job, Invoice, Delivery Note has been saved, you will need to re-run the customer details before the phrase text can be edited, this can be done using the following steps.
- Open the item.
- Click the Options drop-down (Estimate Options is the example shown), then select Re-Run Customer Details.
Associated Topics
If you have any further questions, please contact Support.