AM12 Sample Reports

Sales Order – Print Sales Quote

The Print Sales Quote function allows you to print sales quotes that you can send to customers. Sales quotes are non-binding and do not affect inventory quantities and customer balances. You can print individual or a range of sales quotes at a time.

You can generate only the unprinted sales quotes, only the previously printed sales quotes or all sales quotes. You can also set up to hide, encrypt or show credit card information oin the document. You can select to print for an alignment test only, to include the voided sales quotes, to show the request dates or the dates when the customers expect to receive their orders, and to suppress the report labels’ background color.

You may also choose in the Export/E-mail Options area the Customer E-mail option. This automatically marks the Individual File checkbox and configures AccountMate to create only one file for each Sales Quote and to send a separate e-mail for each Sales Quote to the e-mail addresses set up in the customer record. On the other hand, you may manually enter the desired customer e-mail address(es) and have the discretion of either marking or unmarking the Individual File checkbox. Unmarking this checkbox configures AccountMate to create only one file for all the Sales Quotes that meet the report criteria and to send a single e-mail for all the Sales Quotes.

You can print a sales quote on a pre-printed form or on an ordinary paper. You can configure these settings in the SO Module Setup -> Printing tab.

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