Page History: Preferences Printing Tab Help Documentation
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Page Revision: 06/21/2012 10:54 AM
Printing Tab
All Documents - Print List Price
This setting tells the system to print the list price for each item on all invoices, credits, work orders, quotes and consignments. This settign is system wide, meaning all locations will be affected.
All Documents - Print Bar Codes
This setting applies to shipments and work orders. When checked the documents will display a barcode at the top right of the document. This allows drivers to capture sugnatures easier than typing the document number and amount in manually.
All Documents - Print Customer Number Bar Code
This setting was added to the system to allow users to scan invoices and allow the scanner to identify the customer. This barcode only displays on invoices.
All Documents - Logo
This setting can be displayed in two different states. If there is no logo displayed it looks like example A. If a logo is already applied to the location it looks like example B. This setting only applies to invoices and credits. Logos are location specific.
Example A
Add a logo- Select the Browse button.
- Find the logo in your file structure and select the OK button.
- Select the Add button.
If the logo doesn't meet the logo standards an error message will be displays. If it passes all logo standards the logo will upload and be displayed on the mock invoice at the bottom of the screen.
Example B
If you want to remove the logo select the
Delete button.
Logo Dimensions
Logos have to be 90 by 200 and 300 DPI. Any standard format can be uploaded as long as it meets the other requirements.
Consignments - Print Prices
This option allows the price of items to appear on consignments. It is location specific.
Statements - Print Terms Discounts
The option applies only to statements. It will display the terms code used for each invoice and credit on the statement sent to the customer. This is a location specific setting.
Invoices / Credits - Suppress Header
This setting is location specific. It will remove the jobber's address and the word invoice or credit from their respective documents. The mock invoice at the bottom of the screen will reflect the changes.
Invoices / Credits - Number of Copies
This setting is location specific. It indicates how many copieis of invoices and credits will print when they are printed. 1 or 2 is the recommended setting.
Invoices / Credits - Disclaimer
This is location specific. This will display at the bottom of all invoices and credits that are generated in the specified location. There is a character counter to make sure the jobber doesnt try to add too much text.
Processing Changes
Once all of the edits are complete, select the
Save button or select the
Cancel button to cancel any of the pending changes.