Notes and Terms

The shows how the notes section of quotes works

STEP 1

Under 'Quotes & Opportunities,' select 'Quotations & Samples.'

STEP 2

Select a quote to print. Click the printer icon on the bottom left.

STEP 4

Select a format for printing. Each one is slightly different. Formats G, H, I and K are the only ones to print with product images.

 

STEP 5

To enable/disable other print formats, click 'System Functions' from your main menu.

STEP 6

From the submenu, click 'Routine Set up.'

STEP 7

Double click the 'Quotations' option

STEP 8

Click the 'Print Settings' tab. Select 'Yes/No' for any or all of the different print formats. 'Yes' means available to select. 'No' will disable the format.