Positionstextvorlagen in IDA anlegen

Main ideas / concepts

• The video explains how to create position texts in performance breakdowns using text templates, so they can be printed on offers as short/long descriptive text.
• Two main ways are shown to generate the position’s text:
  1. Using predefined/default texts directly to supply the long descriptive text.
  2. Creating a position based on a calculation element that references a text template, so short and long text are filled automatically.

Method / step-by-step instructions

Option 1: Provide the position’s long description via “default texts”

1. When creating a position, choose a text template from an area that defines the long text (descriptive text).
2. Use the default texts configured in administration:
   • Go to Administration → Default Texts tab.
   • Select/edit the relevant default text type (examples mentioned):
     • Technical Specifications
     • Address Texts (and other “default texts” categories)
3. Configure placeholders/templates, for example:
   • Dimension “120 x 40” can be defined as a template like “x times xx”.
   • Replace the placeholder values when the text is used in a position.

Effect: A click can insert the template into the position, and the description text displays directly.

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Option 2: Create a position based on a “calculation element” (text template)

1. Create/select a calculation element and set it up as a text template:
   • In the position setup, click in the selection field.
   • Search for the text template name.
   • If it doesn’t exist yet, click “Create calculation element”.
2. Define the calculation element as a text template:
   • No need for a separate category like “main order performance” (as mentioned by the speaker).
   • Choose one of the four classes for internal sorting.
     • The speaker notes that, in their experience, the Inventory class is least used and suggests using it to avoid bloating other classes that are more material-related.
3. Populate the template fields:
   • The speaker uses the term “text template” to mean:
     • Short text (for the position)
     • Long description text (detailed text)
   • Optionally include additional info such as prices (not required in the example).
   • At least ensure a unit exists so “piece” is represented correctly.
   • The speaker also mentions entering at least €1 in their example setup.
4. Save the template.
5. Use it when creating the position:
   • Create/use a position (e.g., “Window Variant 2”) and select the template from the menu.
   • Selecting the template fills in:
     • Short text
     • Long description text

Additional example behavior:

• You can remove/delete additional parts after insertion.
• You can also obtain technical specifications from predefined texts.

Where to edit/manage the template texts (navigation)

• The speaker indicates template editing is located here:
  • Top-left corner → Administration → Default Texts tab.

Example actions:

1. Search for “Technical Specification”.
2. Click Edit.
3. Add variants via plus (+):
   • Example: add a second window variant (e.g., a black window in addition to white).
   • Configure properties such as:
     • material = plastic
     • color = black (inside and out)
4. Click Create so the new entry becomes available across IDs.

Outcome / lesson

By configuring default texts and/or creating text templates via calculation elements, you can standardize position descriptions so they:

• auto-fill short and long text fields,
• include consistent technical specifications,
• print correctly on offers.

Speakers / sources featured

• Lenard (speaker; no other sources explicitly named)