Printing Parameters

Use the Printing Parameters tab to choose the options you wish to appear on a quote before printing the selected parts quote, work order quote or equipment quote.

The first time a quote is created, your default print parameters are used. When you maintain your quote, any adjustments to the print parameters are stored with the quote.

Topics in this section are:

Printing a Parts Quote

  1. Navigate to Product Support > Service > Parts Order Quoting.

    Parts Quoting

  2. Search for and open the quote you wish to print, then click the Printing Parameters tab.

    Printing Parameters

  3. Select the fields that you wish to apply to the print out.

  4. In the Printer field select a printer by typing in the appropriate id
    - or – click the Search icon to open the Print screen in a new browser window and select the appropriate printer location from the list.

  5. Click the Preview button at the bottom of the screen to preview the selected quote before printing the quote.

  6. Click the Print button at the bottom of the screen to print the selected quote.

Screen Description

The fields on the Printing Parameters tab are:

Field Description
Print Weight If selected, includes the part weight on the quote, and the total weight for all parts at the bottom of the quote.
Print Part Prices Includes the part prices on the quote.
Print Miscellaneous Charge/ Credit Prices Includes the miscellaneous charge/ credit prices on the quote.
Print Segment Totals Includes the segment totals on the quote.
Print Parts Long Description Includes parts long description on the quote.
Print Parts At Bottom Includes the parts related to the work order on the bottom of the quote print out.
Print Miscellaneous Charges/ Credits At Bottom Includes miscellaneous charges/ credit related to the work order on the bottom quote print out.
Print Estimated Completion Date Includes the work order estimated completion date on the quote print out.
Print Parts Includes parts related to the work order on the quote print out.
Print Comments Includes comments on the work order either at the start, the end or no comments printed.
Printer The printer that will print the quote.
Printed The number of time the quote has been printed. This number is also printed on the invoice above the invoice number.

The reports produced are:

WOQUOTE Work Order Quote
PSPSC01 Stock Check

Use these buttons to complete your work on the Printing Parameters tab:

Button Function
Save Saves the selected printing parameters.
Save & Close Saves the selected printing parameters and closes the quote.
Close Closes the Printing Parameters tab and returns to the previous screen.
Print Prints the selected quote and changes the quote status from Pending to Quoted.
Stock Check

Produces a stock check report. This option is only valid if the quote is a parts quote.

The Stock Check Report is useful for any dealer who sells “other than new OEM” condition parts such as new surplus, new aftermarket, rebuilt and used. Because a true count of inventory is very difficult to achieve, the report helps dealers evaluate where the part can be sourced and for validating physical inventory levels.
Preview Previews the selected work order. Allows user to email or text PDFs and also Send VESign.