1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Printing a Sales Order

Printing a Sales Order

To print sales orders in PDF format, you need a PDF viewer such as Adobe® Acrobat® Reader. Visit the Adobe website to download the latest version at no charge.

To print a single sales order:

  1. When creating a new sales order, enter all the sales order information and then click Save & Print. To enter a sales order, go to Transactions > Sales > Enter Sales Orders.

  2. When viewing an existing sales order, hover over the Print icon Print icon. and then click Print.

  3. If you are viewing the sales orders list, click Print next to the sales order you want to print. To view the sales orders list, go to Opportunities > Transactions > Sales Orders.

    Sales Orders page showing where to click to print.

When you enter a sales order, you can add it to a print queue, which you can then print at a later stage. On the Sales Order page, click the Communication subtab, select Messages, and then check the To Be Printed box. When you go to the Print Sales Order page, the sales orders you added to the print queue are displayed on the page.

To print multiple sales orders:

  1. Go to Customers > Transactions > Print Checks and Forms.

  2. On the Print Checks & Forms page, click Sales Orders.

  3. In the Form field, choose the transaction form you want to use to print these orders.

  4. To be able to reprint previously printed transactions, check the Allow Reprinting box.

    When you check this box, all documents appear at the bottom of the page in segments.

  5. For each sales order you want to print, check the box in the Print column.

  6. Click Print.

    If you have not enabled the Download PDF Files preference on the Set Preferences page, a preview of your sales orders pops up in the default Adobe application.

    If you have enabled the Download PDF Files preference, you must first save your sales orders and then open them with the Adobe application.

  7. In the Adobe application frame, click the printer icon.

  8. Select the desired print options and then click Print or Save.

  9. If required, select a save location and enter a filename.

  10. Click OK or Save.

Related Topics

Sales Orders
Sales Order Entry Workflow Chart
Creating Sales Orders
The Standard Sales Order Form
Approving Sales Orders
Closing a Sales Order
Reopening a Closed Sales Order
Invoicing Sales Orders
Viewing the Status of Sales Orders
Creating Invoices or Cash Sales from Sales Orders
Creating Progress Sales Orders

General Notices