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Select a layout

Firstly, you will need to go to the relevant area of the system to generate a layout ie: from a Task, Quote, Invoice, Purchase Order etc.

  1. Scroll down to the Print Options (bottom of screen).
  2. Select the standard layout that you would like to customise.
  3. Click Preview.

    Click to enlarge

 
The image above shows the layouts available on an Invoice screen, however you will find that there are different standard layouts available depending on the type of layout or area of the system that you're generating it from.

Type of LayoutStandard Layouts Available
Invoice
  • Simple Layout - Shows sub total of all items only (no line items).
  • Lab Mat Simple - Shows totals for labour, material and expenses with headings.
  • Lab and Line Items - Shows line items and totals for labour, material and expenses with headings.
  • Detailed - Shows invoice description, line items, unit charges, line totals and totals for labour, material and expenses with headings.
  • Itemised - Shows totals for each labour work type and line item totals for each material and expense item.
  • Itemised (Mat) - Shows combined quantities and totals of labour based on invoice note, and quantities/line item totals for each material and expense item.
  • Itemised (Qty) - Shows quantities and totals for each labour work type and line item totals for each material and expense item.
  • Project Simple - Used for Project Collated Invoices only. Shows multiple task invoice totals within a collated invoice.
  • Project Detailed - Used for Project Collated Invoices only. Shows breakdown of line items and totals for multiple task invoices within a collated invoice.
  • IMS Powered Network Invoice Layout - Used for sending invoices internally between business units or other AroFlo sites.
  • Invoice Line Items - Shows line items in the exact same order as shown on the Invoice worksheet screen.
    This is useful if you have sorted the line items in a particular order on the Invoice worksheet screen and want them displayed in the same order on the invoice layout.
Quote
  • Simple Layout - Shows sub total of all items only (no line items).
  • Lab and Line Items - Shows labour total and material line items (quantity only) and total with headings.
  • Detailed - Shows labour total and material line items (quantity, unit value and subtotal) and total with headings.
  • Detailed (Labour Cost) - Shows labour line items (hours and labour cost) and total, material line items (quantity and sub total) and total, and allowances total, with headings.
Jobsheet
  • IMS Standard - Standard Task Sheet including task notes, booked labour, material and expenses, checklist items and electronic signatures.
Purchase Order
  • Simple Layout - Shows material line items (quantity, part number and item name), quantity total and notes.
  • IMS Powered Network WO Layout - Used for sending purchase orders internally between business units or other AroFlo sites.
  • Detailed PO Layout - Shows material line items (quantity, part number, item name,cost ex, line total ex), quantity total and notes.
Risk Assessment
  • Risk Assessment (JSA) - Standard Job Safety Analysis Worksheet including Activity, Hazards, Risk Level, Risk Control Measures, Risk Level (adjusted), Responsibility, completion details and electronic signature.
  • Risk Assessment (JSA) RM - CHK - Standard Job Safety Analysis Worksheet including Activity, Hazards, Risk Level, Risk Control Measures, Risk Level (adjusted), Responsibility, completion details, electronic signature, checklist items and risk level diagram.
  • Risk Assessment (JSA) Portrait - Shows the same details as Risk Assessment (JSA) in Portrait page orientation.
OHS Checklists
  • OHS Checklist - Job Safety Analysis Checksheet showing checklist items, completion details and electronic signature.
  • OHS Checklists Portrait - Shows the same details as above in Portrait page orientation.
Custom Forms
  • IMS Custom Form - Shows user defined custom form fields, checklist items, date actioned, actioned by and electronic signature.
  • IMS Custom Form Portrait - Shows the same details as above in Portrait page orientation.


Create a copy 

Once you have chosen a standard layout, you will need to save it with a new name before making any modifications.

  1. Click Customise to activate the layout editor.

      Click to enlarge

  2. Click Save/Remove  to name your new layout, then  Save As  once you've entered an appropriate name. This will create an exact duplicate of the selected layout which you can now edit.



  3. All of your saved custom layouts will be listed under the Custom Layouts section.


Modify existing elements on a layout

Each element on the layout has a Properties box which allows you to modify its settings or delete it from the layout.

100% Browser Zoom

If you lower your browser zoom setting on your device, it may affect your layout when viewing and printing.


SettingsDescription
Lock Element

Controls the location of the element on the layout. Enable this feature for static elements such as text labels (that you might use to define columns of data within a table) to ensure they remain locked in position when the layout is generated.

Disable this feature on elements that come after a data field or table which displays multiple lines of information to allow other elements to automatically adjust for the extra lines being forced into the layout.

The Lock Element feature is enabled by default when a new element is added to a layout. Disable to correct the positioning of elements or overlapping text.

Width / Height / Auto

Controls the width and height of the element. The Auto checkbox allows the system to set these values automatically.

Data elements pull information from other areas of the system which can make it a little trickier when placing in the correct position. The customised view will show the data element name, however when the layout is previewed it will display the relevant piece of information.

Border Width / Style / ColourAdd a border to an element by selecting a border style, enter a border width (0=none, 1= hairline, 2=regular etc) and choose a colour (default = black).
Font Type / Size / Colour / BoldModify the font type (default = Verdana), size (default = 12), colour (default = black) or Bold the text.
Text Align

Align the text to the left, centre, right or justify.

When attempting to right align always make sure that you've set the width of the element. It is not possible to correctly align an element while the width is set to auto.

Background Colour Controls the colour of the layout background.
LayerControls which elements appear in front of other elements. This is useful for placing text labels in front of boxes or over images in your layout
DeleteThis button will delete the selected element. It is important to ensure you've selected the right element before you delete.

Having trouble re-sizing your logo?

Click on the logo image to bring up the Properties:Image box and set a specific Width and Height for the image. You can set one of these values to the size you want and click the Auto checkbox on the other value to automatically adjust to maintain the original aspect ratio of the image.


Add new elements to a layout

The Toolbox located on the right provides a range of graphical and data elements that can be added to a layout with a click. You can drag each element to a suitable location on the layout.

Labels and Footers

This section includes graphical elements and design tools such as text labels, boxes, lines and images.

ElementDescription
Text Label Insert hard coding text within the layout, for example a text label may be used for a table heading. 
BoxA design element used for creating borders.
LineA design element used for breaking up sections of the layout.
ImageUpload static images such as a logo.
BarcodeInsert barcodes such as payment QR codes or asset and inventory barcodes.
FooterFooter element used for creating the bottom section of the invoice such as an invoice summary and remittance details.
Terms & ConditionsUsed for creating a separate section for terms and conditions.


Static data, dynamic data and tables

Static data, dynamic data and tables contain data elements relating to information stored within AroFlo. Data elements are used to insert information into a layout which will pull through the relevant details for the client you are generating the layout for.

Click the relevant menu on the left, or use the search box at the top, to find the data elements you need. Simply click the name of the element to add it to your layout.


Please refer to the following pages for definitions of data elements and tables:

Invoice Data Definitions

Quote Data Definitions

Task Sheet Data Definitions

Purchase Order Data Definitions

Supplier Quote Data Definitions

When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.