What Does This Procedure Do?
You can print quotes using this procedure. You can print quotes at any time. You register quotes in the Register Quote procedure. When you are registering quotes, you can also preview and print out the quotes. You can print it on a preprinted form or on a blank paper. In the Form Settings procedure in the Global Settings you can, for example, select the information that shall be printed on the quote. You can also select how many copies of the document you want to print.
You can select by Quote number, Customer code, Quote date and Our reference. You can select the options Printout date, Price info, Print total and Copies.
Managing Windows
The Search Form in this procedure consists of two portions. In the left portion of the window, you can select the printout by entering an interval of quote numbers, customer codes or quote dates. If you leave these fields empty, the system will print all the quotes. In the right portion of the window, you can deselect (uncheck) individual quotes that you do not want to print, or select individual quotes to be printed, depending on which method you choose. When the right portion of the window is activated, you can also click on Preview to preview the printout.
Read more about the different methods for printing: "Preliminary selection", "Selecting individual orders" and "Direct printing via intervals" .
During all three methods, a form check is performed after printout. The quotes that have been printed out will appear in the right portion of the window, and you can now approve all or just some of the printouts. This means that the printouts can be reset or restarted, in case you have a paper jam in your printer etc. When you approve a printout, the system will set status 2 (Printed) on the quote.
Please see the printout samples of a quote .
Quote Status
A quote always has a particular "status", depending at what stage the quote is in the system. Once the quote is registered it is given status 1. When the quote is printed, it is given status 2, etc. The following status levels exist:
When you select a printout, the quotes with status 1 will be printed.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics guide.