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.
Scroll down to the Print Options (bottom of screen).
Select the standard layout that you would like to customise.
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.
Aligns elements to an invisible grid and selects the amount of space (in pixels) between.
Turn this off temporarily to move elements around freely.
Snap to Element
Aligns elements to the closest element.
This is overridden by Snap to Grid so turn this off if you wish to use Snap to Element.
When aligning, drag the element very slowly against another element to align.
Gives you the ability to move elements around.
Gives you the ability to resize elements.
Turn this off temporarily to move small elements around.
Select the page orientation (Portrait or Landscape).
Create a customised filename for the layout. As well as typing your own information, you can also choose layout fields, e.g. address of job, invoice number, date of invoice (in the case of an invoice layout).
This is useful if you plan on sending the same invoice layout to multiple clients as the filename will be different for each client.
Type in the box to enter your own text and/or use an open square bracket [to search field names and autocomplete.
If you don't create a customised filename, the filename will have a default, e.g. Invoice [Invoice No.] for an Invoice layout, Quote [Ref No.] for a Quote layout, and Jobsheet [Ref No.] for a Jobsheet layout.
Create Blank Layout
Erases all elements from the layout so you can start again.
Import Existing Layout
Import an existing layout.
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.
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 / Colour
Add 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 / Bold
Modify the font type (default = Verdana), size (default = 12), colour (default = black) or Bold the text.
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.
Controls the colour of the layout background.
Controls 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
This button will delete the selected element. It is important to ensure you've selected the right element before you delete.
Having trouble resizing 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.
Insert hard coding text within the layout, for example a text label may be used for a table heading.
A design element used for creating borders.
A design element used for breaking up sections of the layout.
Footer element used for creating the bottom section of the invoice such as an invoice summary and remittance details.
Terms & Conditions
Used 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.
When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.