Text Options
With the integration of COSMO Text Module into COSMO Rental, can have a variety of ways to transmit information to your users and customers and about items. Regardless of where the text originates, you can change the text and choose whether it prints on Rental documents or not.
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COSMO Text Module can be used to add text in other Business Central modules but when used with COSMO Rental, it is generally configured to use only the Rental and Sales modules.
Master Data Text
Master data refers to customers and items (rental items, machine types, machine component types, and supplementary part types).
Adding text to this master data allows you to tailor the text directly to that record. For the customers, you can choose whether the text is shown as header or footer text while the item text is always specific to the line.
Examples
One of your customers has a special rental agreement that needs to be printed on each Rental Contract, which is in addition to your base rental conditions. You could create a footer text for this customer with this additional text.
An item has a special rental price until the first of next month. You could create a pop-up text for the item so that the user creating the Rental Contract can inform the customer when the item is added to the Rental Contract. It could also remind the user to add the special standard text message to the Rental Contract line.
- An alternative of this item text would be to create a time-limited text, which would automatically add this text until the first of next month.
Standard Text
Standard text allows you to create a pool of reusable text that can be copied into master data and documents as headers, footers, or line texts instead of creating them manually each time. Once the text is copied, it can be edited without affecting the original text.
Example
- Whenever a rental item has a special price, a "Special Price!" message is shown in the Rental document. Therefore, you create a standard text with this message in a bright font. Users know to add this text to the Rental Contract line text whenever they have been notified of a special price.
Standard Sales Text
With the Standard Sales Text functionality, you can enter standard texts to be printed and viewed in sales documents/pages. This text differs from standard text in that you can use filters to limit the customers that the sales text should be copied to.
Examples
On the top of every printed Rental Contract, you want there to be a "Thank you for your business!" message in blue. You can create a standard sales text (header, blue) that is filtered for all customers.
On the bottom of every printed Rental Contract, you include your base rental conditions. You create a standard sales text (footer) that is filtered for all customers.
Your top three customers are getting a 15% discount on their rentals until the end of the year. You can create a pop-up standard sales text with an Ending Date of December 31st that is filtered for these three customers only, that informs the users creating the Rental Contract to add this discount.
Document Text
In any Rental document that is configured to use COSMO Text Module, you can open the header/footer or line text and add text as needed.
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