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Printing Quotations

There are two ways to print a Quotation.
  1. While entering or inspecting a Quotation, click the Printer icon in the Button Bar or select 'Print' from the File menu. If you want to print to screen, click the Preview icon.

  2. Click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. Double-click 'Quotations' in the 'Documents' list window. Enter the Quotation Number (or a range of numbers) to be printed and press [Run].
Whichever method is used, the Form used is determined as follows:
  1. Using the Form register in the System module, design the quotation form and name it "QUOTE". Use the 'Properties' function on the Operations menu to assign a Document Type of "Quote". A sample "QUOTE" is supplied with FirstOffice: this can be modified to suit your requirements. Full instructions for using the Form register can be found here.

  2. Select the Sales Support module using the [Select Module] button in the Master Control panel.

  3. Click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. The 'Documents' list window is opened: highlight 'Quotations'.

  4. Select 'Define Document' from the Operations menu.

  5. In the subsequent window, enter "QUOTE" in the Form field of the first line (you can use 'Paste Special' to ensure the spelling is correct).

  6. Click [Save] to save the Quotation Form definition. From now on, the quotation form that you have designed will be used, from the 'Documents' function and from the Printer icon.