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click for online video trainingReports/Printers

 

The Reports/Printers menu selection (available from the Setup menu) or Reports Setup menu selection (available from the File menu) displays a dialog box in which you can set defaults for report templates (formats) and printer output.

For each of the four types of orders (Estimate, Repair Order, Invoice, and Counter Sale), you can select a Report and a Printer. The Alternate Printer selection allows you to specify a printer for miscellaneous reports such as Technician Worksheet and Receipts.

Some reports have been formatted to print on Pre-printed and Stock Forms. Click HereForms for details.

To Select Reports/Printers:

1.     Select Reports/Printers from the Setup menu.

        OR

        Select Reports Setup from the File menu.

        The Report/Printer Selection dialog box appears.

2.       Click on the option button for the type of document for which you desire to select a report and/or printer.

        The fields of the dialog box dynamically change to display your current selections. The following fields and options are available:

        Select Report - Select from a pull down list the Report from for the type documents (Estimate, Report Order, Invoice, Counter Sale, Alternate Printer, Fax Printer) you are working with. 

        Select Printer - Select a printer from the list of available printers.

Note:

Printers are set up in Windows Control Panel. Refer to your Windows documentation, if necessary, for instructions on setting up additional printers.

  • No. of Copies to Print - The number of copies of the selected report type to be printed.
  • Default Print to Screen - Defaults to a screen print rather than sending directly to the printer.
  • Include Header Info -.Includes Header Information, including Slogan, at the top of the printed report. Header Information is entered in the Shop Data 1 panel of Shop Data Setup. Slogan is entered in the Shop Data 2 panel of Shop Data Setup.
  • Include Comment - Includes Comment beneath the Order totals portion of the report, just above the Disclaimer. Comment is entered in the Shop Data 2 panel of  Shop Data Setup.
  • Includes the Authorization - Signature and Footer information (Technician Name, Page #, and Report Name) at the bottom of the printed report.

Note:

This entry is only valid if Default Print to Screen is not selected.

3.     Make any desired changes.

4.     Select OK to save your changes and close the dialog box.

        Your changes will be in effect the next time you print.

Note on Technician's Worksheet:

Choose Tech Worksheet as your Report Type to display a number of different print report options including whether or not to display technician hours and dollars.