Types of stationery documents

Claritum allows you to create separate stationery for the following types of system documents:

Customer Quote
Customer Confirmation
Delivery Note
Customer Invoice
Project Part
Picklist
Supplier Purchase Order
Supplier RFq

System Requirements

All documents generated by the system use a system-wide 'base' PDF for the standard stationery.

Please use an A4 print-ready PDF (version 1.4) with no crop marks
The design should leave enough room for system-generated content:

We recommend that no 'bitmap' imagery is present on this document and the filesize is kept to a minimum as the system will be generating large numbers of these documents and sending them to suppliers, buyers and customers so larger files will slow the processing and sending of these documents.

Summary of requirements:

Filename

Description

Details

stationery.pdf

Stationery 'base'

PDF Version 1.4

A4, No crop marks

Preferably no high resolution images

Creating a stationery

When you have your PDF stationery ready, simply go to 'Configuration' menu and select 'System'
Go to 'Stationery' tab and select 'Edit Stationery Location" (an icon of a pencil)
- select Default if you wish to apply a stationery to all your customers
- select a customer to which your stationery should be applied to
- if you want your stationery to be applied to a customer that is not present within Stationery Locations - then Add a stationery location

Select a document type for which you want to apply your stationery and click on 'Add document'

'Choose a file' and click 'Save'

Deleting an existing stationery

Go to 'Stationery' tab and select 'Edit Stationery Location" (an icon of a pencil)
Select 'Delete' button available on a top right corner (as per above screenshot)

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