Preferences Printing Tab Help Documentation

Modified on 12/19/2017 03:50 PM by Sharon Duckett — Categorized as: Help Text, Public, Support


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 setting 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 signatures easier than typing the document number and amount in manually.

All Documents - Print Customer Number Bar Code



This setting allows 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. Logos will appear on invoices, credits and statements. Logos are location specific.

Example A

Image



Add a logo

  1. Select the Browse button.
  2. Find the logo in your file structure and select the OK button.
  3. 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

Image



If you want to remove the logo select the Delete button.

Logo Dimensions



Logos must be 90 pixels high by 200 pixels wide, with a resolution of 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. Select the number of copies of an invoice or credit will printed at a time. (1 or 2 is the recommended setting.)

Invoices / Credits - Invoice Disclaimer



This is location specific. This will display at the bottom of all invoices and credits that are generated in the specified location. The disclaimer can be up to 790 characters long.