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Print an order form or price analysis from the Order Pad

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Print an order form or price analysis from the Order Pad

You can print, fax, or email forms for a single customer from the Order Pad. You can choose the Customer Order FormClosedA document that includes items from the Customer's Order Pad with the Last Sale Date and Current Price (optional) for each item, and a blank space for the customer to enter a reorder quantity., Customer Price AnalysisClosedA form that includes the Last Sale Date and Quantity, Current Price, Pricing Method, Gross Profit Percent, and Year-to-Date Quantity for each product on an Order Pad. A user must have permission to see cost and gross profit to print this form., or Customer Price ListClosedA form that includes the Product, Current Price, and Future Price (if applicable)..

The form includes all of the items on the Order Pad, except for hidden items. For each product, the Last Sale Date and Current Price are also included

Tip
If you want to batch print order forms for a group of customers and learn more about these forms, see Work with a customer order form.

 

  1. Go to Sales>Customer Order Pad.
  2. Open the Customer Order Pad and group it as described in View customer order history .
  3. Hide any products that you want to exclude from your printed order form. See Hide products from the Order Pad.

  4. Click Report.

  5. From the Report Type list, choose whether to print Customer Order FormClosedA document that includes items from the Customer's Order Pad with the Last Sale Date and Current Price (optional) for each item, and a blank space for the customer to enter a reorder quantity., Customer Price AnalysisClosedA form that includes the Last Sale Date and Quantity, Current Price, Pricing Method, Gross Profit Percent, and Year-to-Date Quantity for each product on an Order Pad. A user must have permission to see cost and gross profit to print this form., or Customer Price ListClosedA form that includes the Product, Current Price, and Future Price (if applicable)..
  6. From the Print OptionsClosedPrint Options apply to the Customer Order Form only. It determines the information to print on the form: -Prices - displays the current price for each item.-Stock Minimum Qtys - shows the products minimum stock quantity and the current quantity on order.-None - default Customer Order Form without pricing or minimum stock quantities. list, choose whether to print Prices, Stock Minimum Quantities and the current quantity on order, or neither.
  7. Choose the beginning date from you which to capture information from the History Cutoff Date calendar.
  8. To print each Ship To location on its own page, select the Print Ship To Detail check box.
  9. To assign a sequence number to each product on the Customer Order Form, thereby allowing customers to order products by line number instead of product number or description, select the Save Line Sequence NumbersClosedThe Save Line Sequence Numbers box displays only if you have enabled the following setting in the Company Master: "Record Line Seq Numbers from the Customer Order Form." Select this option to assign a sequence number to each product on the Customer Order Form. This allows customers to order products by line number instead of product number or description. check box.
  10. Click Run.
  11. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

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