Printing Sales Orders

Users can print a sales order receipt until the order is finalized/invoiced. Once the sales order is finalized/invoiced, users cannot print order receipt.

Users can print order receipts using the following options:

  • Create & Print from the New Order page

  • Print from the View Order page

Click Sales Sales Orders.

Click on the preferred order from the Orders List section. The selected order opens in a new window.

Click Print. The Output Settings popup window appears.

A screenshot of a computer screen

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Select the preferred checkboxes to be printed under the Document To Print section. Available options include the following:

Field

Description

Order

This value defines the selection of form selected for print. When this checkbox is selected, the selected order print form must be processed to the selected destination.

Invoice

This value defines the selection of form selected for print. When this checkbox is selected, the selected invoice print form must be processed to the selected destination.

Contract

This value defines the selection of form selected for print. When this checkbox is selected, the selected contract print form must be processed to the selected destination.

Letter

This value defines the selection of form selected for print. When this checkbox is selected, the selected invoice letter form must be processed to the selected destination.

Select the preferred form from the drop-down menu based on the document selection. Available options include the following:

  • Order Form

  • Invoice Form

  • Contract Form

  • Letter Form

Refer to the following table and enter the values for the following fields under the Destination To Print section:

Field

Description

Send To

Select any one of the following options:

  • Window - Selected reports must be generated and opened in the current browser window.

  • Email (attached as .PDF file) - Selected reports must be sent through email attached as PDF.

Email

The destination email address. To enter multiple email address, use comma (,) as a separator.

Click Ok. The report is either generated or sent to the destination email address based on the options selected in the Destination To Print section.

Sample Report

A receipt with numbers and text

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