{"id":235630,"date":"2023-10-09T14:58:14","date_gmt":"2023-10-09T12:58:14","guid":{"rendered":"https:\/\/guide.jtl-software.com\/jtl-wawi\/sales\/detailed-description-sales-quotation-details\/"},"modified":"2023-10-09T14:58:17","modified_gmt":"2023-10-09T12:58:17","slug":"detailed-description-sales-quotation-details","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-details\/","title":{"rendered":"Detailed description: Sales quotation details"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"detailed-description-sales-quotation-details\">Detailed description: Sales quotation details <span id='anchor-detailed-description-sales-quotation-details' data-href='#detailed-description-sales-quotation-details' class='far fa-link' data-anchor><\/span><\/h1>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/angebot-uebersicht-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/angebot-uebersicht-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/angebot-uebersicht-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/angebot-uebersicht-jtl-wawi-1024x621.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/angebot-uebersicht-jtl-wawi-768x466.png 640w\" width=\"1498\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"909\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/angebot-uebersicht-jtl-wawi.png&quot;,&quot;w&quot;:1498,&quot;h&quot;:909}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-a-sales-quotation-data-tab\">Pane A: Sales quotation data tab <span id='anchor-pane-a-sales-quotation-data-tab' data-href='#pane-a-sales-quotation-data-tab' class='far fa-link' data-anchor><\/span><\/h2><h3 class=\"d-flex align-items-center hl-wawi\" id=\"references\">References <span id='anchor-references' data-href='#references' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Company:<\/strong> Use this drop-down menu to&nbsp;select the company that is drawing up the sales quotation. If you manage several companies in JTL-Wawi, your default company will be selected for you.<\/p>\n<hr  \/>\n\t<p><strong>Sales quotation ID:<\/strong> This field is filled in automatically when the sales order is created.<\/p>\n<hr  \/>\n\t<p><strong>Quotation date:<\/strong> This field is filled in automatically when the sales order is created. However, you can also specify the date via the drop-down menu.<\/p>\n<hr  \/>\n\t<p><strong>Customer ID:<\/strong> Click on the button with the <span class=\"highlight\">magnifying glass<\/span> and select the desired customer. The <span class=\"highlight\">plus button<\/span> allows you to create a new customer and the <span class=\"highlight\">edit button<\/span> allows you to change existing customer data.<\/p>\n<hr  \/>\n\t<p><strong>Customer group:<\/strong> If a customer group has been saved in the customer master data, this field is automatically filled in.<\/p>\n<hr  \/>\n\t<p><strong>External quotation ID:<\/strong> In this field, you can give the sales quotation a custom external ID.<\/p>\n<hr  \/>\n\t<p><strong>Sales order:<\/strong> This field is filled in automatically when the sales order is created.<\/p>\n<hr  \/>\n\t<p><strong>Customer VAT ID:&nbsp;<\/strong>In this field, you can enter the customer&#8217;s VAT identification number.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"billing-and-shipping-address\">Billing and shipping address <span id='anchor-billing-and-shipping-address' data-href='#billing-and-shipping-address' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Billing address:<\/strong> In this area, you can see the billing address. If you have stored several addresses for a customer, you can choose the desired address via <span class=\"highlight\">Select<\/span>. Use <span class=\"highlight\">Edit<\/span> to edit the stored billing address or shipping address. With the <span class=\"highlight\">Contact<\/span> button, you can specify a contact for the sales quotation.<\/p>\n<hr  \/>\n\t<p><strong>Shipping address:<\/strong> In this area, you can see the shipping address. If you have stored several addresses for a customer, you can choose the desired address via <span class=\"highlight\">Select<\/span>. Use <span class=\"highlight\">Edit<\/span> to edit the stored billing address or shipping address. With the <span class=\"highlight\">Contact<\/span> button, you can specify a contact for the sales quotation.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-a-attachments-tab\">Pane A: Attachments tab <span id='anchor-pane-a-attachments-tab' data-href='#pane-a-attachments-tab' class='far fa-link' data-anchor><\/span><\/h2>\t<p>The Attachments tab allows you to add an attachment to the sales quotation. To do this, click <span class=\"highlight\">Add<\/span> and select the desired file. You can also add attachments for individual line items. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/verkauf\/neue-angebotsdetails\/#anhaenge-auf-vorgangsebene-hinzufuegen\">here<\/a><\/span>.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Anhaenge-Vorgangsebene-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Anhaenge-Vorgangsebene-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Anhaenge-Vorgangsebene-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Anhaenge-Vorgangsebene-jtl-wawi.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Anhaenge-Vorgangsebene-jtl-wawi-768x279.png 640w\" width=\"805\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"292\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Anhaenge-Vorgangsebene-jtl-wawi.png&quot;,&quot;w&quot;:805,&quot;h&quot;:292}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-b-details-tab\">Pane B: Details tab <span id='anchor-pane-b-details-tab' data-href='#pane-b-details-tab' class='far fa-link' data-anchor><\/span><\/h2><h3 class=\"d-flex align-items-center hl-wawi\" id=\"quotation-status\">Quotation status <span id='anchor-quotation-status' data-href='#quotation-status' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Transaction status:<\/strong> In this drop-down menu, you can select an existing status or enter your own.<\/p>\n<hr  \/>\n\t<p><strong>Quotation colour:<\/strong> In this drop-down menu, you can assign a specific colour to the sales quotation.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"payment\">Payment <span id='anchor-payment' data-href='#payment' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Payment method:<\/strong> Select the appropriate payment method from the drop-down menu.<\/p>\n<hr  \/>\n\t<p><strong>Due date for payment (days):<\/strong> Set a due date for payment in this field.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"references-2\">References <span id='anchor-references-2' data-href='#references-2' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Language\/item desc.:<\/strong> In these drop-down menus, you can first choose between German and English. In the second drop-down menu, you can specify whether there should be <span class=\"highlight\">no<\/span> description or whether the description should be <span class=\"highlight\">brief<\/span> or <span class=\"highlight\">long<\/span>.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"shipment\">Shipment <span id='anchor-shipment' data-href='#shipment' class='far fa-link' data-anchor><\/span><\/h3>\t<p><strong>Shipping method:<\/strong> In this drop-down menu, select the appropriate shipping method.<\/p>\n<hr  \/>\n\t<p><strong>Extra weight:<\/strong> If there is extra weight, you can enter the amount in kg in this field.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-b-texts-tab\">Pane B: Texts tab <span id='anchor-pane-b-texts-tab' data-href='#pane-b-texts-tab' class='far fa-link' data-anchor><\/span><\/h2>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png 640w\" width=\"696\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"215\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Registerkarte-Texte-Anmerkungen-jtl-wawi.png&quot;,&quot;w&quot;:696,&quot;h&quot;:215}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p><strong>Note:<\/strong> You can fill this text field with any content. During shipping via JTL-Packtisch +\/JTL-WMS, you can see the note entered here or use it in the templates.<\/p>\n<hr  \/>\n\t<p><strong>Customer comment:<\/strong> You can fill this text field with any content. For example, you can enter a comment that the customer has entered while ordering via JTL-Shop.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-b-custom-fields-tab\">Pane B: Custom fields tab <span id='anchor-pane-b-custom-fields-tab' data-href='#pane-b-custom-fields-tab' class='far fa-link' data-anchor><\/span><\/h2>\t<p>In the Custom fields tab, you can see the custom fields you have created in JTL-Wawi for classifying sales orders. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/global\/eigene-felder-anlegen\/\">here<\/a><\/span>. Click on the <span class=\"highlight\">HTML Editor button<\/span> to edit the HTML text.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Eigene-Felder-HTML-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Eigene-Felder-HTML-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Eigene-Felder-HTML-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Eigene-Felder-HTML-jtl-wawi-1024x736.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Eigene-Felder-HTML-jtl-wawi-768x552.png 640w\" width=\"1130\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"812\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Eigene-Felder-HTML-jtl-wawi.png&quot;,&quot;w&quot;:1130,&quot;h&quot;:812}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-c-line-items\">Pane C: Line items <span id='anchor-pane-c-line-items' data-href='#pane-c-line-items' class='far fa-link' data-anchor><\/span><\/h2>\t<p>All line items that are part of the sales quotation are listed in the overview with information such as <span class=\"highlight\">SKU<\/span>, <span class=\"highlight\">Quantity<\/span>, <span class=\"highlight\">Line item name<\/span>, <span class=\"highlight\">VAT<\/span>, <span class=\"highlight\">Net sales price<\/span>, <span class=\"highlight\">Discount,<\/span> etc. Right-click on a column header to configure the line item list.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-d-toolbar\">Pane D: Toolbar <span id='anchor-pane-d-toolbar' data-href='#pane-d-toolbar' class='far fa-link' data-anchor><\/span><\/h2>\t<p><strong>Search for item:<\/strong> Click on the button with the <span class=\"highlight\">magnifying glass<\/span> to search for the item you want to add to the line item list.<\/p>\n<hr  \/>\n\t<p><strong>Add a custom line item:<\/strong> Click on this button to add an item or service to the line item list that does not exist in the warehouse management and therefore does not have any stock.<\/p>\n<hr  \/>\n\t<p><strong>Delete:<\/strong> Select a line item in the list and click this button to delete the line item.<\/p>\n<hr  \/>\n\t<p><strong>Set discount (%):<\/strong> Enter a percentage value into the text field to grant the same discount to all line items in the list.<\/p>\n<hr  \/>\n\t<p><strong>Update item numbers:<\/strong> In the event of a change in the line item numbers, you can trigger their update via this button.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-e-history-notes\">Pane E: History\/Notes <span id='anchor-pane-e-history-notes' data-href='#pane-e-history-notes' class='far fa-link' data-anchor><\/span><\/h2>\t<p><strong>Shipping info: <\/strong>In this area you can see the <span class=\"highlight\">Shipping weight<\/span>, <span class=\"highlight\">Item weight<\/span> as well as the <span class=\"highlight\">Total weight<\/span>.<\/p>\n<hr  \/>\n\t<p><strong>Order value:<\/strong> In this section, you can see the <span class=\"highlight\">Total net amount<\/span>, <span class=\"highlight\">VAT<\/span>, <span class=\"highlight\">Total gross amount,<\/span> and <span class=\"highlight\">Currency<\/span>. You can adjust the currency via the drop-down menu.<\/p>\n<div class=\"mt-5 card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-wawi\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h4 class=\"d-flex align-items-center hl-wawi\" id=\"related-topics\">Related topics <span id='anchor-related-topics' data-href='#related-topics' class='far fa-link' data-anchor><\/span><\/h4>\n<ul class=\"list-reset list-icons list-custom-square list-wawi\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/creating-sales-orders-from-sales-quotations\/\" title=\"Creating sales orders from sales quotations\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating sales orders from sales quotations\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/sending-sales-quotations-to-customers-via-email\/\" title=\"Sending sales quotations to customers via email\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tSending sales quotations to customers via email\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/combining-sales-quotations\/\" title=\"Combining sales quotations\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCombining sales quotations\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\" title=\"Detailed description: Sales quotation management\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDetailed description: Sales quotation management\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":251734,"menu_order":541,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-235630","page","type-page","status-publish","hentry","pages_category-angebote-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Detailed description: Sales quotation details &#8211; 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