Printing a Sales Order

A Sales Order includes two printout options. One is a standard sales order, while the other is a proforma invoice.

Note
  • If a Sales Order status has not reached the posted status, the user can only access the print preview, which has a watermark labeled "DRAFT," since the print link is disabled.
  • When a Sales Order is in a posted status, the print link is activated without any watermark, while the print preview will be disabled.

The process of printing a sales order in Print Preview and Print is the same.

When generating a printed copy of a sales order, ensure you are currently in a read mode, allowing you to view the details of a sales order transaction, to enable the print preview and print link. To know more info, Click Searching & Reading an existing Sales Order record.

Suppose the transaction is in a posted status:

  1. Click print link at the upper right.

    Print button

  2. After clicking the print link, a pop-up dialog box appears, allowing the user to select the desired printout. Click on "Select from the list".

    Print dialog box

  3. After clicking the “Select From The List”, three print out options appear.

    Selection list

  4. When a user selects a printout, such as "Proforma Invoice", it will be displayed as the selected printout. The user needs to click the OK button.

    OK button

  5. After clicking OK button, print out in PDF form is displayed in another tab.

  6. If the user wants to download it in his computer, he needs to click the printer logo

    Printer logo

  7. After clicking, user has an option to save as PDF or whatever he prefers to do with the document, then, click Save.

    Destination field