Print Quotes / Estimates

When you click the Print button on the Quote form the Print Quote form opens. You can set the different print options, which will affect the way the Quote will be printed. The print options can be setup a default way in the User Preferences form so that the same print options are selected every time you print.

Print Criteria

Here you will select if you want to print the current quote, or a single quote or batch print by quote number, or date.

Current Transaction - This will print the Current Transaction that is open and that you pressed the print button from.

Single Transaction - By selecting Single Transaction you will be able to select from the pull down menu labeled Transaction Number the particular, or single, Quote that you are interested in printing.

Transaction Number Range - By selecting Transaction Number you will be able to select a range of quotes, by number, that you would like to print.

Date Range - By selecting Date Range you will be able to select a range of quotes, by Date, that you would like to print. When the Date Range is selected the Transaction Number combo box will dynamically change to Date Range and will allow you to select a pre-defined date range from the combo box. Of course, you can manually enter any date range you wish.

Batch Print Criteria

If you are just printing the default Current Transaction, all the Batch Print Criteria will be grayed out and unavailable. However when you select any of the other options in the Print Criteria section, it is here in the Batch Print Criteria area that you enter, or select, the specific criteria that you wish to print.

Transaction Number - When you select Single Transaction the Transaction Number area will be available for you to select from the pull down menu the particular, or single, quotes you wish to print.

From - To - When selecting either the Transaction Number Range or Date Range you will be able to select starting and ending criteria based on which option you have selected.

Print Options

•Show Company Header - This will print your company information at the top left corner of every Quote. This is the same information that is entered in the Company Setup form.

•Show Background Colors - This will print a gray shaded background color in the Ship From and Ship To area of the quote. You will need a good laser printer to make the shaded background look good.

•Close form after Printing - This will close the Print Order form automatically right after Order transaction is printed.

Select a Report to Print

Each report changes the information that is printed. Highlight the report you would like to print. Click the Arrow Up and Arrow Down buttons, when highlighted on a specific report, to change its position in the list.

•Click the Preview check box to preview what the transaction will look like before you send it to the printer.

•Click the Collate check box to print the copies of the document in proper binding order.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Click the Print button to print or preview the Quote.

The Email Report button will open Send Email form where selected Order Report is automatically attached.

•The New button will open the Report Settings form where you can add a new report to be displayed in the default and custom reports list.

The Edit button will open up the Report Settings form where you can edit the Settings and Criteria for the selected report.

The Delete button will delete the selected report from the list.