The fitters summary is a document that can be generated from any quote/order that has at least 1 fitting charge added to it. (See adding a fitting charge). It can show all the fitting tasks on your order with or without prices and fitting notes.
When editing a quote or order, on the Progress toolbar click the drop down arrow next to Print to print a fitters summary. You will be prompted with these choices:
Complete the following options to generate the summary print out:
Include all fitting items
Tick the box to show all fitting items on one printout, in an instance if you have more than one fitting charge.
Show Sub-totals by Fitting Group
When showing prices, tick to group sub-totals by fitting group (the group that you created in fitting configuration).
Select one of the pricing options:
Show "Sales" price
Show "Cost" price
Don't show any prices
Include Fitting Notes
Tick the box to include fitting notes. This includes the notes of the fitting charge (when you right-click the fitting item). They are not "Fitting Notes" which you can attach to each product from a right click option.
Select one of the following grouping options. Applies if you have more than one fitting charge.
Combine all Fitting entries
All fitting charges will be shown together, under their respective group headings.
Show each "Group" on a separate page
Each group heading will print on a separate page (regardless of which fitting charge they are on).
Show each "Fitting" entry on a separate page
Each instance of fitting will be printed on their own page. Use this, for example if you have 1 charge specifically for a plumber and 1 charge to give to an electrician.
Click Print to print, preview, save as PDF or save as HTML.