Adapting text modules of a case

Using the Documentation/Technical specification/Create Text modules function, you can automatically create documents that contain all the data and information or attributes specific to a product. These docu­ments are displayed in the scope of delivery (configuration) if you choose the "Text modules" view.

Text modules can be displayed and edited directly in the scope of supply of a case-specific item.

Text modules of an item contain variables that are filled in with item attributes from the product data­base. All positions and prices are taken from the text module of the item and displayed in the quota­tion. However, you can suppress selected positions and prices while creating them.

For this, activate the Suppress position, Suppress price, Suppress structure fields for the item in the configuration list.

If activated, the selected prices or positions do not appear in the quote letter.

Text module templates can be managed in the JustRelate CRM template management. They can be assigned to a neutral product and can also be used in several languages with a case-specific item. For case-specific items, they can be complemented with information that is used for creating technical specifications or the documentation of a case. With a business opportunity, a quote or an order, the neutral article-specific attributes for a technical spec­ification are provided directly by the text mod­ules of the assigned products.