Printing Quotations
There are two ways to print a Quotation.
- 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.
- 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:
- 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.
- Select the Sales Support module using the [Select Module] button in the Master Control panel.
- Click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. The 'Documents' list window is opened: highlight 'Quotations'.
- Select 'Define Document' from the Operations menu.
- 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).
- 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.
