Printing a Sales Quotation

A Sales Quotation includes four printout options. Below are the following options:

  1. Standard

  2. Standard with Image

  3. Standard with Discount

  4. Standard with Discount and Image

Note
  • If a Sales Quotation 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 Quotation 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 quotation in Print Preview and Print is the same.

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

Suppose the transaction is in an approved 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”, four print out options appear.

    Selection list

  4. When a user selects a printout, such as "Standard", 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