The Print button on the main toolbar (progress mode) prints the quotation. Note the quote has to be saved to see and use the Print button. The print out is the same regardless of whether the quote is at quote stage or sales order stage. The document that you print will define the title, e.g. Quotation, Estimate, Acknowledgement etc.
This article covers:
Further printing (other documents e.g. product images, factory order)
Click the main Print icon on the bottom toolbar:
Click Print to go straight to the printer selection and/or view a preview of what the printed page will look like.
Click Alter Layout to change the print layout of the current quotation. Place a tick in the box Alter Default Quotation Layout so that you can alter the following settings.
There is a hierarchy to controlling the print layout of a document. Read Altering quote layout.
Further printing
Quotation - Prints the main quotation and allows you to change layout settings
Preview Quotation - Shows the preview immediately without showing layout settings
Acknowledgement - Similar to quotation but can include signature lines and terms and conditions etc
Product Images - Select from a list of products to print their images and specification sheets
Item Labels - Print item labels for each product (Requires separate purchase of Zebra LP2844 printer).
Fitters Item List - Paperwork for the fitter, listing all products to be fitted.
Fitters Summary - Paperwork for the fitter, an overview of fitting required (not product-specific like the Fitters Item List).
Factory Order - Document that lists all products and their dimensions.
Layout Options
Image Options
Select whether or not to show the brochure image of the furniture range or the CAD image (if imported from CAD) or no image at all.
Additional Options
Show Item Number - Tick to show the item number by each product, the same as shown on the quote screen.
Don't Show Sub-items - Tick to hide the sub-items from the print out, e.g. doors, accessories. The values will still be included in the grand total but the products will not show.
Show Prices Including VAT - Tick to show VAT inclusive prices instead of showing the VAT % and amount at the bottom line.
Remove Product Codes - Tick to hide the product codes column on the quotation. The description column will start further to the left.
Header - You can enter a larger size (in mm) of the header area. This is useful in cases where you print on headed paper and need to allow a larger gap at the top.
Override Default Product Group Settings -???
Product Grouping
Click this tab to show all product groups that appear on the quote. Changing these options does not affect the defaults and only applies to the current quote. This is a cut-down version of the product grouping in system configuration.
Select how to display prices under the Quotation Pricing column:
- No Prices does not show any prices on the quote other than the bottom line totals
- All Prices shows a price next to every product.
- Sub-total shows one sub-total for a group of products.
- Group Products shows a line reading “Total Furniture Cost” either priced or unpriced.
Discounts can be set in the same way:
- Total Discount shows only the total discount at the bottom line of the quote.
- All Discounts shows the discount % next to each product
- All Discounts + Sub-total shows the % next to each product and a sub-total of the discount for each group.
- Sub-total displays only a sub-total of the discounts for each product group.
Double click on the word Memo to add default notes to a group. These appear under the heading on a printed quote.
Change Quotation Product Grouping
Click the button to open a grid where you can change the group that a product is listed under. For example, you can assign an accessory to show under the furniture heading.
Fitting Options
Click an option to choose between:
- Show fitting "Group" totals - Shows the group (as set in Fitting Configuration) and the total cost of fitting for that group.
- Show individual fitting items - Shows a cost for each item (as set in Fitting Configuration).
- Combine fitting items within the same "Group" - Tick this box if you have more than 1 fitting code on a quote to combine items so they appear under the same "group".
Finance Options
This option is only shown if you have enabled the finance options in system configuration.
Once you have made changes click Update to save and close the window, then continue to click Print and/or Print Preview.