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Printing Documents

This chapter describes how to print documents. Print documents can have a unified layout as well as company-specific header/footer.
To set up the header/footer, proceed as described under Setting up Company-Specific Documents. This chapter is divided into the following sections:

This section describes how to print a sales shipment. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Posted Sales Shipments page.
  • Select a posted sales shipment you want to print.

Tip

You can also select multiple sales shipments. Hold down the CTRL key to add a single sales shipment to your selection. Hold down the SHIFT key to select multiple sales shipments at the same time.

  • Click Actions in the menu bar. If the menu item is not displayed, click More Options on the menu bar.
  • Select Print... from the submenu.
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the sales shipment.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
Print Customer Signature Activate this option if you want to include a field for the recipient signature on the printed document.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed a sales shipment. The following section describes how to print a sales quote.

This section describes how to print a sales quote. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales Quotes page.
  • Select a sales quote you want to print.

Tip

You can also select multiple sales quotes. Hold down the CTRL key to add a single sales quote to your selection. Hold down the SHIFT key to select multiple sales quotes at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the sales quote.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
Print Customer Signature Activate this option if you want to include a field for the recipient signature on the printed document.
Change Report Name Activate this option if you want to change the name of the document from Quote to Cost Estimate.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed a sales quote. The following section describes how to print a sales return order.

This section describes how to print a sales return order. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales Return Orders page.
  • Select a sales return order you want to print.

Tip

You can also select multiple sales return orders. Hold down the CTRL key to add a single sales return order to your selection. Hold down the SHIFT key to select multiple sales return orders at the same time.

  • Click Actions in the menu bar. If the menu item is not displayed, click More Options on the menu bar.
  • Select Print....
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the sales return order.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed a sales return order. The following section describes how to print a sales order confirmation.

This section describes how to print an order confirmation. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Select the sales order for which you want to print an order confirmation.

Tip

You can also select multiple sales orders. Hold down the CTRL key to add a single sales order to your selection. Hold down the SHIFT key to select multiple sales orders at the same time.

  • Click Print/Send in the menu bar.
  • Select Print Confirmation.
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the order confirmation.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed an order confirmation. The following section describes how to print a sales credit memo.

This section describes how to print a sales credit memo. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Posted Sales Credit Memos page.
  • Select a sales credit memo you want to print.

Tip

You can also select multiple credit memos. Hold down the CTRL key to add a single sales credit memo to your selection. Hold down the SHIFT key to select multiple sales credit memos at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the posted sales credit memo.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed a sales credit memo. The following section describes how to print a sales invoice.

This section describes how to print a sales invoice. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Posted Sales Invoices page.
  • Select a sales invoice that you would like to print out.

Tip

You can also select multiple sales invoices. Hold down the CTRL key to add a single sales invoice to your selection. Hold down the SHIFT key to select multiple sales invoices at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.
  • In the Printer field, select the printer on which you want to print the posted sales invoice.
  • Optional In the Options area, make the following settings as needed:
Option Description
Hide Header/Footer If you activate this option, the header/footer is not included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) is not included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers are included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following actions:
Action Description
Send To... Select this action to export the document as a PDF or Word file.
Print Select this action to print the document.
Preview Select this action to display a preview of the document.
Cancel Select this action to cancel the printing command.

You have successfully printed a sales invoice. The following section describes how you can deactivate printing zero quantities on invoices.

Deactivating Printing Zero Quantity

You can deactivate printing zero quantities on service and sales invoices. This means that lines with a quantity of 0 are skipped and excluded from the print in posted sales and service invoices originating from partial invoices. To deactivate printing zero quantity, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales & Receivables Setup or Service Management Setup page.
  • Activate the toggle switch Skip 0 Qty. lines in invoice printout in the General FastTab.

You have successfully deactivated printing zero quantity lines on invoices.